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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 | $105,328 | $75,807+38.9% | $116,096-9.3% | $86,983+21.1% |
| Participation rate | 60.4% | 66.9%-6.5pp | 73.3%-12.9pp | 69.5%-9.2pp |
| Annual return | 13.85% | 18.57%-4.7pp | 326.25%-312.4pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,039 | $1,892+7.8% | $2,503-18.5% | $2,584-21.1% |
| Participant deferral / active EE | $4,158 | $3,212+29.5% | $3,952+5.2% | $4,194-0.8% |
| Admin fee / account holder | $11,169 | $6,659+67.7% | $7,704+45.0% | $7,856+42.2% |