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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 | $114,631 | $99,053+15.7% | $88,179+30.0% | $138,895-17.5% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.1%+0.1pp | 79.9%-10.7pp |
| Annual return | 23.51% | 78.17%-54.7pp | 64.97%-41.5pp | 145.39%-121.9pp |
| Employer contribution / active EE | $2,447 | $2,882-15.1% | $2,549-4.0% | $4,194-41.6% |
| Participant deferral / active EE | $7,772 | $5,225+48.7% | $4,614+68.5% | $6,396+21.5% |
| Admin fee / account holder | $5,209 | $8,748-40.5% | $7,673-32.1% | $12,562-58.5% |