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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 | $139,216 | $91,559+52.1% | $133,971+3.9% | $79,852+74.3% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 11.35% | 61.85%-50.5pp | 45.09%-33.7pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,010 | $2,384-57.6% | $3,919-74.2% | $2,471-59.1% |
| Participant deferral / active EE | $4,042 | $3,734+8.3% | $5,047-19.9% | $3,740+8.1% |
| Admin fee / account holder | $10,611 | $6,321+67.9% | $8,929+18.8% | $5,306+100.0% |