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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 | $119,260 | $96,524+23.6% | $75,900+57.1% | $152,909-22.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 28.39% | 33.93%-5.5pp | 30.73%-2.3pp | 345.46%-317.1pp |
| Employer contribution / active EE | $4,274 | $3,311+29.1% | $2,501+70.9% | $4,764-10.3% |
| Participant deferral / active EE | $8,841 | $4,554+94.1% | $3,604+145.4% | $5,851+51.1% |
| Admin fee / account holder | $1,631 | $8,082-79.8% | $5,421-69.9% | $11,601-85.9% |