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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 | $141,979 | $91,559+55.1% | $133,978+6.0% | $79,856+77.8% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | 13.56% | 61.85%-48.3pp | 45.10%-31.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,463 | $2,384+3.3% | $3,919-37.1% | $2,471-0.3% |
| Participant deferral / active EE | $4,136 | $3,734+10.8% | $5,047-18.1% | $3,741+10.6% |
| Admin fee / account holder | $11,909 | $6,321+88.4% | $8,930+33.4% | $5,306+124.4% |