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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 | $135,235 | $93,345+44.9% | $119,126+13.5% | $87,485+54.6% |
| Participation rate | 68.6% | 68.7%-0.2pp | 75.8%-7.2pp | 68.9%-0.4pp |
| Annual return | 14.41% | 19.08%-4.7pp | 282.11%-267.7pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,825 | $3,172-42.5% | $4,034-54.8% | $2,596-29.7% |
| Participant deferral / active EE | $4,292 | $4,099+4.7% | $5,318-19.3% | $4,274+0.4% |
| Admin fee / account holder | $10,623 | $8,039+32.1% | $10,693-0.7% | $7,775+36.6% |