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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 | $98,059 | $63,703+53.9% | $93,063+5.4% | $82,448+18.9% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.9pp | 68.1%+1.2pp |
| Annual return | 13.35% | -775.43%+788.8pp | 34.15%-20.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,869 | $1,729+8.1% | $2,476-24.5% | $2,551-26.7% |
| Participant deferral / active EE | $2,313 | $2,919-20.8% | $3,958-41.6% | $4,139-44.1% |
| Admin fee / account holder | $7,795 | $5,982+30.3% | $6,033+29.2% | $7,234+7.7% |