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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 | $136,964 | $91,559+49.6% | $133,978+2.2% | $79,856+71.5% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 15.69% | 61.85%-46.2pp | 45.10%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,301 | $2,384+38.5% | $3,919-15.8% | $2,471+33.6% |
| Participant deferral / active EE | $4,740 | $3,734+26.9% | $5,047-6.1% | $3,741+26.7% |
| Admin fee / account holder | $6,195 | $6,321-2.0% | $8,930-30.6% | $5,306+16.7% |