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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 | $110,426 | $88,672+24.5% | $105,223+4.9% | $82,448+33.9% |
| Participation rate | 69.0% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 17.50% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,122 | $3,048-30.4% | $3,689-42.5% | $2,551-16.8% |
| Participant deferral / active EE | $3,471 | $4,036-14.0% | $5,072-31.6% | $4,139-16.1% |
| Admin fee / account holder | $4,773 | $7,146-33.2% | $8,859-46.1% | $7,234-34.0% |