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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 | $101,230 | $91,559+10.6% | $133,971-24.4% | $79,852+26.8% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 20.67% | 61.85%-41.2pp | 45.09%-24.4pp | 31.72%-11.1pp |
| Employer contribution / active EE | $3,821 | $2,384+60.3% | $3,919-2.5% | $2,471+54.6% |
| Participant deferral / active EE | $6,810 | $3,734+82.4% | $5,047+34.9% | $3,740+82.1% |
| Admin fee / account holder | $764 | $6,321-87.9% | $8,929-91.4% | $5,306-85.6% |