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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 | $138,135 | $111,535+23.8% | $105,223+31.3% | $137,256+0.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 14.96% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,834 | $3,939-2.7% | $3,689+4.0% | $4,156-7.7% |
| Participant deferral / active EE | $6,940 | $5,500+26.2% | $5,072+36.8% | $6,407+8.3% |
| Admin fee / account holder | $3,661 | $9,721-62.3% | $8,859-58.7% | $12,270-70.2% |