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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 | $112,881 | $93,345+20.9% | $119,126-5.2% | $87,485+29.0% |
| Participation rate | 65.1% | 68.7%-3.6pp | 75.8%-10.6pp | 68.9%-3.8pp |
| Annual return | 15.46% | 19.08%-3.6pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $3,125 | $3,172-1.5% | $4,034-22.5% | $2,596+20.4% |
| Participant deferral / active EE | $5,863 | $4,099+43.1% | $5,318+10.3% | $4,274+37.2% |
| Admin fee / account holder | $8,628 | $8,039+7.3% | $10,693-19.3% | $7,775+11.0% |