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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 | $140,108 | $51,638+171.3% | $68,368+104.9% | $82,448+69.9% |
| Participation rate | 62.7% | 63.6%-0.9pp | 73.8%-11.1pp | 68.1%-5.4pp |
| Annual return | 39.56% | 37.53%+2.0pp | 292.57%-253.0pp | 41.64%-2.1pp |
| Employer contribution / active EE | $2,111 | $2,047+3.2% | $2,649-20.3% | $2,551-17.2% |
| Participant deferral / active EE | $5,718 | $2,914+96.3% | $4,123+38.7% | $4,139+38.1% |
| Admin fee / account holder | $3,663 | $4,643-21.1% | $5,150-28.9% | $7,234-49.4% |