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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 | $101,752+33.4% | $164,928-17.7% | $80,911+67.7% |
| Participation rate | 60.8% | 71.8%-11.1pp | 78.6%-17.8pp | 67.6%-6.9pp |
| Annual return | 16.36% | 16.73%-0.4pp | 70.08%-53.7pp | 35.63%-19.3pp |
| Employer contribution / active EE | $3,429 | $2,953+16.1% | $4,343-21.0% | $2,756+24.4% |
| Participant deferral / active EE | $4,786 | $4,477+6.9% | $6,034-20.7% | $4,297+11.4% |
| Admin fee / account holder | $11,541 | $8,218+40.4% | $12,684-9.0% | $6,935+66.4% |