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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 | $98,080 | $78,423+25.1% | $95,964+2.2% | $79,856+22.8% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.64%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,528 | $1,945-21.5% | $2,541-39.9% | $2,471-38.2% |
| Participant deferral / active EE | $6,895 | $3,440+100.4% | $4,167+65.5% | $3,741+84.3% |
| Admin fee / account holder | $4,665 | $5,622-17.0% | $6,797-31.4% | $5,306-12.1% |