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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 | $90,900 | $53,128+71.1% | $86,582+5.0% | $70,126+29.6% |
| Participation rate | 62.1% | 65.3%-3.2pp | 73.5%-11.5pp | 69.5%-7.5pp |
| Annual return | 13.37% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,783 | $2,068+34.6% | $2,839-2.0% | $2,343+18.8% |
| Participant deferral / active EE | $3,859 | $2,695+43.2% | $3,609+6.9% | $3,332+15.8% |
| Admin fee / account holder | $2,133 | $3,584-40.5% | $4,904-56.5% | $4,645-54.1% |