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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 | $145,051 | $106,247+36.5% | $96,515+50.3% | $139,466+4.0% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.5pp |
| Annual return | 12.58% | 38.47%-25.9pp | 35.73%-23.1pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,829 | $4,106-55.5% | $3,740-51.1% | $4,754-61.5% |
| Participant deferral / active EE | $5,832 | $5,456+6.9% | $4,880+19.5% | $6,712-13.1% |
| Admin fee / account holder | $2,298 | $7,885-70.9% | $6,735-65.9% | $11,409-79.9% |