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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 | $112,523 | $49,976+125.2% | $66,674+68.8% | $82,637+36.2% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 14.95% | 39.09%-24.1pp | 321.24%-306.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,663 | $1,988+34.0% | $2,620+1.7% | $2,552+4.4% |
| Participant deferral / active EE | $5,365 | $2,847+88.5% | $4,084+31.4% | $4,126+30.0% |
| Admin fee / account holder | $2,931 | $4,594-36.2% | $5,098-42.5% | $7,339-60.1% |