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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 | $73,107+34.1% | $114,563-14.4% | $87,485+12.1% |
| Participation rate | 69.2% | 65.8%+3.4pp | 72.9%-3.7pp | 68.9%+0.3pp |
| Annual return | 13.35% | 19.47%-6.1pp | 241.09%-227.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,869 | $1,881-0.7% | $2,592-27.9% | $2,596-28.0% |
| Participant deferral / active EE | $2,313 | $3,144-26.4% | $4,142-44.2% | $4,274-45.9% |
| Admin fee / account holder | $7,795 | $5,770+35.1% | $7,623+2.2% | $7,775+0.3% |