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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 | $138,224 | $93,589+47.7% | $135,942+1.7% | $75,181+83.9% |
| Participation rate | 67.7% | 75.2%-7.4pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 18.80% | 30.90%-12.1pp | 68.28%-49.5pp | 160.69%-141.9pp |
| Employer contribution / active EE | $3,845 | $3,537+8.7% | $4,858-20.8% | $2,671+44.0% |
| Participant deferral / active EE | $7,663 | $6,405+19.6% | $7,759-1.2% | $4,126+85.7% |
| Admin fee / account holder | $2,418 | $6,977-65.4% | $10,764-77.5% | $5,650-57.2% |