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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 | $131,898 | $88,672+48.7% | $105,223+25.4% | $82,448+60.0% |
| Participation rate | 67.6% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.5pp |
| Annual return | 16.07% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,788 | $3,048-8.5% | $3,689-24.4% | $2,551+9.3% |
| Participant deferral / active EE | $6,240 | $4,036+54.6% | $5,072+23.0% | $4,139+50.8% |
| Admin fee / account holder | $666 | $7,146-90.7% | $8,859-92.5% | $7,234-90.8% |