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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,946 | $77,164+54.1% | $178,014-33.2% | $80,874+47.1% |
| Participation rate | 69.8% | 65.7%+4.1pp | 77.1%-7.3pp | 67.6%+2.1pp |
| Annual return | 16.55% | 18.09%-1.5pp | 294.80%-278.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $2,805 | $2,288+22.6% | $3,950-29.0% | $2,756+1.8% |
| Participant deferral / active EE | $7,066 | $4,408+60.3% | $6,276+12.6% | $4,297+64.4% |
| Admin fee / account holder | $1,844 | $7,164-74.3% | $10,362-82.2% | $6,935-73.4% |