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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 | $136,977 | $106,864+28.2% | $147,318-7.0% | $82,637+65.8% |
| Participation rate | 67.7% | 75.5%-7.8pp | 82.1%-14.3pp | 68.1%-0.3pp |
| Annual return | 17.20% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $3,794 | $3,417+11.0% | $4,593-17.4% | $2,552+48.7% |
| Participant deferral / active EE | $9,955 | $6,496+53.3% | $7,906+25.9% | $4,126+141.3% |
| Admin fee / account holder | $10,020 | $8,415+19.1% | $13,708-26.9% | $7,339+36.5% |