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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 | $111,452 | $60,442+84.4% | $96,754+15.2% | $87,485+27.4% |
| Participation rate | 61.1% | 58.7%+2.4pp | 70.3%-9.2pp | 68.9%-7.8pp |
| Annual return | 13.93% | 21.97%-8.0pp | 82.04%-68.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,800 | $1,691+65.6% | $2,679+4.5% | $2,596+7.9% |
| Participant deferral / active EE | $4,594 | $3,280+40.1% | $4,758-3.5% | $4,274+7.5% |
| Admin fee / account holder | $5,328 | $5,069+5.1% | $8,905-40.2% | $7,775-31.5% |