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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 | $105,951 | $51,638+105.2% | $68,368+55.0% | $82,448+28.5% |
| Participation rate | 52.8% | 63.6%-10.8pp | 73.8%-21.0pp | 68.1%-15.3pp |
| Annual return | 17.90% | 37.53%-19.6pp | 292.57%-274.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,162 | $2,047+5.6% | $2,649-18.4% | $2,551-15.2% |
| Participant deferral / active EE | $5,628 | $2,914+93.2% | $4,123+36.5% | $4,139+36.0% |
| Admin fee / account holder | $12,912 | $4,643+178.1% | $5,150+150.7% | $7,234+78.5% |