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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 | $89,259+33.1% | $107,187+10.8% | $82,637+43.8% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.7pp |
| Annual return | 15.50% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,189 | $3,080-28.9% | $3,782-42.1% | $2,552-14.2% |
| Participant deferral / active EE | $4,293 | $4,037+6.3% | $5,096-15.8% | $4,126+4.0% |
| Admin fee / account holder | $2,112 | $7,381-71.4% | $9,162-76.9% | $7,339-71.2% |