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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 | $95,751 | $88,672+8.0% | $105,223-9.0% | $82,448+16.1% |
| Participation rate | 69.0% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 15.66% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,528 | $3,048-17.1% | $3,689-31.5% | $2,551-0.9% |
| Participant deferral / active EE | $6,182 | $4,036+53.2% | $5,072+21.9% | $4,139+49.3% |
| Admin fee / account holder | $5,776 | $7,146-19.2% | $8,859-34.8% | $7,234-20.2% |