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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 | $89,259+21.0% | $107,187+0.8% | $82,637+30.7% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.08% | 21.02%-6.9pp | 204.55%-190.5pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,113 | $3,080-31.4% | $3,782-44.1% | $2,552-17.2% |
| Participant deferral / active EE | $4,324 | $4,037+7.1% | $5,096-15.1% | $4,126+4.8% |
| Admin fee / account holder | $8,884 | $7,381+20.4% | $9,162-3.0% | $7,339+21.1% |