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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 | $122,235 | $77,638+57.4% | $156,551-21.9% | $62,881+94.4% |
| Participation rate | 69.4% | 71.2%-1.8pp | 84.0%-14.6pp | 69.3%+0.1pp |
| Annual return | 7.24% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,433 | $3,444-29.4% | $5,501-55.8% | $2,281+6.7% |
| Participant deferral / active EE | $3,791 | $3,046+24.5% | $4,871-22.2% | $3,203+18.4% |
| Admin fee / account holder | $4,131 | $5,561-25.7% | $13,028-68.3% | $4,296-3.8% |