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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 | $139,780 | $97,125+43.9% | $86,233+62.1% | $137,256+1.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 16.99% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,065 | $2,841+43.1% | $2,504+62.3% | $4,156-2.2% |
| Participant deferral / active EE | $6,753 | $5,180+30.4% | $4,559+48.1% | $6,407+5.4% |
| Admin fee / account holder | $1,232 | $9,725-87.3% | $8,342-85.2% | $12,270-90.0% |