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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 | $120,594 | $88,672+36.0% | $105,223+14.6% | $82,448+46.3% |
| Participation rate | 62.1% | 67.9%-5.9pp | 75.0%-13.0pp | 68.1%-6.0pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,142 | $3,048+3.1% | $3,689-14.8% | $2,551+23.2% |
| Participant deferral / active EE | $6,795 | $4,036+68.4% | $5,072+34.0% | $4,139+64.2% |
| Admin fee / account holder | $7,820 | $7,146+9.4% | $8,859-11.7% | $7,234+8.1% |