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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 | $135,698 | $101,795+33.3% | $165,100-17.8% | $80,959+67.6% |
| Participation rate | 60.8% | 71.8%-11.0pp | 78.6%-17.8pp | 67.7%-6.9pp |
| Annual return | 16.36% | 16.73%-0.4pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $3,429 | $2,954+16.1% | $4,348-21.1% | $2,757+24.4% |
| Participant deferral / active EE | $4,786 | $4,476+6.9% | $6,035-20.7% | $4,300+11.3% |
| Admin fee / account holder | $11,541 | $8,221+40.4% | $12,696-9.1% | $6,925+66.6% |