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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 | $99,169 | $60,442+64.1% | $96,754+2.5% | $87,485+13.4% |
| Participation rate | 68.6% | 58.7%+9.9pp | 70.3%-1.7pp | 68.9%-0.4pp |
| Annual return | 16.70% | 21.97%-5.3pp | 82.04%-65.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,139 | $1,691+26.5% | $2,679-20.2% | $2,596-17.6% |
| Participant deferral / active EE | $4,772 | $3,280+45.5% | $4,758+0.3% | $4,274+11.7% |
| Admin fee / account holder | $1,254 | $5,069-75.3% | $8,905-85.9% | $7,775-83.9% |