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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 | $149,645 | $133,998+11.7% | $112,263+33.3% | $134,545+11.2% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | 17.20% | 47.17%-30.0pp | 27.49%-10.3pp | 418.37%-401.2pp |
| Employer contribution / active EE | $2,330 | $4,040-42.3% | $3,636-35.9% | $4,742-50.9% |
| Participant deferral / active EE | $4,002 | $5,292-24.4% | $4,729-15.4% | $6,401-37.5% |
| Admin fee / account holder | $3,652 | $7,493-51.3% | $6,410-43.0% | $11,431-68.0% |