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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 | $130,082 | $89,370+45.6% | $141,197-7.9% | $72,976+78.3% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 31.55% | 111.88%-80.3pp | 71.41%-39.9pp | 81.02%-49.5pp |
| Employer contribution / active EE | $4,362 | $3,115+40.0% | $4,736-7.9% | $2,440+78.8% |
| Participant deferral / active EE | $8,759 | $5,419+61.6% | $6,710+30.5% | $3,608+142.8% |
| Admin fee / account holder | $9,306 | $5,957+56.2% | $10,265-9.3% | $5,124+81.6% |