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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 | $118,811 | $88,672+34.0% | $105,223+12.9% | $82,448+44.1% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 15.50% | 30.86%-15.4pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,189 | $3,048-28.2% | $3,689-40.7% | $2,551-14.2% |
| Participant deferral / active EE | $4,293 | $4,036+6.4% | $5,072-15.4% | $4,139+3.7% |
| Admin fee / account holder | $2,112 | $7,146-70.4% | $8,859-76.2% | $7,234-70.8% |