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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 | $103,710 | $60,442+71.6% | $96,754+7.2% | $87,485+18.5% |
| Participation rate | 68.8% | 58.7%+10.0pp | 70.3%-1.5pp | 68.9%-0.2pp |
| Annual return | 16.61% | 21.97%-5.4pp | 82.04%-65.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,387 | $1,691+41.2% | $2,679-10.9% | $2,596-8.0% |
| Participant deferral / active EE | $3,228 | $3,280-1.6% | $4,758-32.2% | $4,274-24.5% |
| Admin fee / account holder | $1,157 | $5,069-77.2% | $8,905-87.0% | $7,775-85.1% |