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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 | $139,814 | $124,425+12.4% | $112,040+24.8% | $137,256+1.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 16.39% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,211 | $3,411-5.9% | $2,954+8.7% | $4,156-22.7% |
| Participant deferral / active EE | $7,139 | $5,718+24.8% | $5,098+40.0% | $6,407+11.4% |
| Admin fee / account holder | $37,067 | $15,207+143.8% | $12,098+206.4% | $12,270+202.1% |