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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 | $138,574 | $91,559+51.3% | $133,959+3.4% | $79,858+73.5% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 18.58% | 61.85%-43.3pp | 45.09%-26.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $2,799 | $2,384+17.4% | $3,919-28.6% | $2,471+13.3% |
| Participant deferral / active EE | $8,601 | $3,734+130.4% | $5,047+70.4% | $3,740+130.0% |
| Admin fee / account holder | $14,031 | $6,321+122.0% | $8,928+57.2% | $5,306+164.4% |