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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 | $63,354+66.3% | $94,105+11.9% | $82,637+27.5% |
| Participation rate | 60.4% | 63.8%-3.4pp | 71.9%-11.6pp | 68.1%-7.7pp |
| Annual return | 13.85% | 34.36%-20.5pp | 204.55%-190.7pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,039 | $1,760+15.9% | $2,504-18.6% | $2,552-20.1% |
| Participant deferral / active EE | $4,158 | $2,873+44.7% | $3,881+7.2% | $4,126+0.8% |
| Admin fee / account holder | $11,169 | $5,073+120.2% | $6,199+80.2% | $7,339+52.2% |