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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 | $111,944 | $93,345+19.9% | $119,126-6.0% | $87,485+28.0% |
| Participation rate | 61.3% | 68.7%-7.4pp | 75.8%-14.5pp | 68.9%-7.6pp |
| Annual return | 14.64% | 19.08%-4.4pp | 282.11%-267.5pp | 26.06%-11.4pp |
| Employer contribution / active EE | $3,861 | $3,172+21.7% | $4,034-4.3% | $2,596+48.7% |
| Participant deferral / active EE | $8,782 | $4,099+114.3% | $5,318+65.1% | $4,274+105.5% |
| Admin fee / account holder | $6,063 | $8,039-24.6% | $10,693-43.3% | $7,775-22.0% |