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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 | $142,959 | $85,060+68.1% | $70,565+102.6% | $139,487+2.5% |
| Participation rate | 64.3% | 73.9%-9.6pp | 68.4%-4.1pp | 80.3%-16.1pp |
| Annual return | 20.71% | 30.39%-9.7pp | 32.79%-12.1pp | 373.84%-353.1pp |
| Employer contribution / active EE | $3,721 | $3,912-4.9% | $2,976+25.1% | $4,755-21.7% |
| Participant deferral / active EE | $5,704 | $5,891-3.2% | $4,568+24.9% | $6,713-15.0% |
| Admin fee / account holder | $41,022 | $8,932+359.3% | $6,430+538.0% | $11,407+259.6% |