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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 | $103,242 | $48,053+114.8% | $84,623+22.0% | $72,983+41.5% |
| Participation rate | 58.1% | 57.6%+0.5pp | 68.2%-10.2pp | 69.5%-11.4pp |
| Annual return | 18.19% | 37.39%-19.2pp | 258.77%-240.6pp | 81.01%-62.8pp |
| Employer contribution / active EE | $2,104 | $1,602+31.3% | $2,652-20.7% | $2,440-13.8% |
| Participant deferral / active EE | $7,050 | $2,681+163.0% | $3,899+80.8% | $3,608+95.4% |
| Admin fee / account holder | $21,346 | $3,395+528.7% | $4,913+334.5% | $5,124+316.6% |