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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 | $136,235 | $88,672+53.6% | $105,223+29.5% | $82,448+65.2% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.8pp | 68.1%-3.8pp |
| Annual return | 12.97% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,336 | $3,048-23.4% | $3,689-36.7% | $2,551-8.4% |
| Participant deferral / active EE | $5,343 | $4,036+32.4% | $5,072+5.3% | $4,139+29.1% |
| Admin fee / account holder | $7,838 | $7,146+9.7% | $8,859-11.5% | $7,234+8.3% |