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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 | $169,444 | $135,956+24.6% | $123,894+36.8% | $273,972-38.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.31% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,639 | $5,170-49.0% | $4,617-42.8% | $4,869-45.8% |
| Participant deferral / active EE | $6,319 | $6,343-0.4% | $5,984+5.6% | $5,287+19.5% |
| Admin fee / account holder | $4,497 | $9,817-54.2% | $8,357-46.2% | $10,133-55.6% |