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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 | $89,636 | $52,279+71.5% | $89,414+0.2% | $79,852+12.3% |
| Participation rate | 62.0% | 57.5%+4.5pp | 68.0%-6.0pp | 69.6%-7.6pp |
| Annual return | 16.49% | 22.16%-5.7pp | 245.50%-229.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $3,795 | $1,572+141.5% | $2,586+46.7% | $2,471+53.6% |
| Participant deferral / active EE | $5,089 | $2,740+85.7% | $3,890+30.8% | $3,740+36.1% |
| Admin fee / account holder | $1,230 | $3,356-63.4% | $4,883-74.8% | $5,306-76.8% |