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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 | $116,447 | $68,681+69.5% | $86,615+34.4% | $85,847+35.6% |
| Participation rate | 69.2% | 66.4%+2.9pp | 71.6%-2.4pp | 69.3%-0.1pp |
| Annual return | 32.92% | 20.12%+12.8pp | 63.51%-30.6pp | 318.61%-285.7pp |
| Employer contribution / active EE | $854 | $1,880-54.6% | $2,496-65.8% | $2,565-66.7% |
| Participant deferral / active EE | $2,852 | $2,919-2.3% | $3,699-22.9% | $3,952-27.8% |
| Admin fee / account holder | $7,728 | $5,974+29.4% | $5,830+32.6% | $6,261+23.4% |