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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 | $110,449 | $77,920+41.7% | $149,723-26.2% | $75,177+46.9% |
| Participation rate | 69.4% | 65.6%+3.9pp | 78.8%-9.3pp | 67.2%+2.2pp |
| Annual return | 16.48% | 31.72%-15.2pp | 134.50%-118.0pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,591 | $3,138-17.4% | $4,821-46.3% | $2,671-3.0% |
| Participant deferral / active EE | $4,156 | $3,411+21.8% | $5,682-26.9% | $4,126+0.7% |
| Admin fee / account holder | $3,364 | $5,951-43.5% | $13,215-74.5% | $5,651-40.5% |