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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 | $107,998 | $88,672+21.8% | $105,223+2.6% | $82,448+31.0% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.08% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,113 | $3,048-30.7% | $3,689-42.7% | $2,551-17.2% |
| Participant deferral / active EE | $4,324 | $4,036+7.1% | $5,072-14.7% | $4,139+4.5% |
| Admin fee / account holder | $8,884 | $7,146+24.3% | $8,859+0.3% | $7,234+22.8% |