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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 | $139,363 | $88,672+57.2% | $105,223+32.4% | $82,448+69.0% |
| Participation rate | 39.5% | 67.9%-28.5pp | 75.0%-35.6pp | 68.1%-28.6pp |
| Annual return | 29.88% | 30.86%-1.0pp | 180.65%-150.8pp | 41.64%-11.8pp |
| Employer contribution / active EE | $2,409 | $3,048-21.0% | $3,689-34.7% | $2,551-5.6% |
| Participant deferral / active EE | $5,457 | $4,036+35.2% | $5,072+7.6% | $4,139+31.8% |
| Admin fee / account holder | $7,570 | $7,146+5.9% | $8,859-14.6% | $7,234+4.6% |