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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 | $137,205 | $78,428+74.9% | $95,960+43.0% | $79,852+71.8% |
| Participation rate | 64.2% | 73.5%-9.3pp | 77.1%-12.9pp | 69.6%-5.5pp |
| Annual return | 11.53% | 19.37%-7.8pp | 91.63%-80.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $3,051 | $1,945+56.8% | $2,541+20.1% | $2,471+23.5% |
| Participant deferral / active EE | $4,495 | $3,440+30.7% | $4,167+7.9% | $3,740+20.2% |
| Admin fee / account holder | $12,391 | $5,622+120.4% | $6,797+82.3% | $5,306+133.5% |