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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 | $73,107+44.1% | $114,563-8.1% | $87,485+20.4% |
| Participation rate | 60.4% | 65.8%-5.4pp | 72.9%-12.5pp | 68.9%-8.6pp |
| Annual return | 13.85% | 19.47%-5.6pp | 241.09%-227.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,039 | $1,881+8.4% | $2,592-21.3% | $2,596-21.5% |
| Participant deferral / active EE | $4,158 | $3,144+32.3% | $4,142+0.4% | $4,274-2.7% |
| Admin fee / account holder | $11,169 | $5,770+93.6% | $7,623+46.5% | $7,775+43.7% |