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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 | $95,744 | $45,041+112.6% | $63,003+52.0% | $70,131+36.5% |
| Participation rate | 55.9% | 69.5%-13.6pp | 74.8%-18.9pp | 69.5%-13.7pp |
| Annual return | 21.76% | 18.76%+3.0pp | 87.59%-65.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,713 | $2,052+32.2% | $2,760-1.7% | $2,342+15.8% |
| Participant deferral / active EE | $5,346 | $2,465+116.9% | $3,329+60.6% | $3,332+60.5% |
| Admin fee / account holder | $2,583 | $2,836-8.9% | $3,600-28.2% | $4,645-44.4% |