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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 | $139,383 | $111,535+25.0% | $105,223+32.5% | $137,256+1.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 12.73% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,354 | $3,939-40.2% | $3,689-36.2% | $4,156-43.4% |
| Participant deferral / active EE | $4,732 | $5,500-14.0% | $5,072-6.7% | $6,407-26.1% |
| Admin fee / account holder | $8,307 | $9,721-14.6% | $8,859-6.2% | $12,270-32.3% |