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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 | $143,868 | $111,535+29.0% | $105,223+36.7% | $137,256+4.8% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 15.74% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,812 | $3,939-28.6% | $3,689-23.8% | $4,156-32.3% |
| Participant deferral / active EE | $5,947 | $5,500+8.1% | $5,072+17.2% | $6,407-7.2% |
| Admin fee / account holder | $724 | $9,721-92.6% | $8,859-91.8% | $12,270-94.1% |