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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 | $92,090 | $76,407+20.5% | $150,298-38.7% | $82,448+11.7% |
| Participation rate | 68.8% | 66.4%+2.4pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | 19.31% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,792 | $2,614-31.5% | $4,154-56.9% | $2,551-29.8% |
| Participant deferral / active EE | $6,214 | $3,214+93.3% | $5,453+14.0% | $4,139+50.1% |
| Admin fee / account holder | $1,195 | $6,352-81.2% | $14,116-91.5% | $7,234-83.5% |