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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 | $134,865 | $89,370+50.9% | $141,197-4.5% | $72,976+84.8% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.5%-18.6pp | 69.5%-5.6pp |
| Annual return | 28.18% | 111.88%-83.7pp | 71.41%-43.2pp | 81.02%-52.8pp |
| Employer contribution / active EE | $2,526 | $3,115-18.9% | $4,736-46.7% | $2,440+3.5% |
| Participant deferral / active EE | $6,474 | $5,419+19.5% | $6,710-3.5% | $3,608+79.4% |
| Admin fee / account holder | $1,548 | $5,957-74.0% | $10,265-84.9% | $5,124-69.8% |