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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 | $129,392 | $78,707+64.4% | $117,861+9.8% | $70,126+84.5% |
| Participation rate | 61.5% | 73.2%-11.7pp | 79.7%-18.1pp | 69.5%-8.0pp |
| Annual return | 18.27% | 23.30%-5.0pp | 335.11%-316.8pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,470 | $2,223+11.1% | $3,786-34.8% | $2,343+5.4% |
| Participant deferral / active EE | $7,166 | $3,297+117.3% | $4,482+59.9% | $3,332+115.1% |
| Admin fee / account holder | $10,107 | $5,066+99.5% | $8,021+26.0% | $4,645+117.6% |