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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 | $140,408 | $122,962+14.2% | $71,585+96.1% | $138,895+1.1% |
| Participation rate | 60.0% | 68.9%-8.9pp | 68.2%-8.2pp | 79.9%-19.9pp |
| Annual return | 35.43% | 37.84%-2.4pp | 59.26%-23.8pp | 145.39%-110.0pp |
| Employer contribution / active EE | $2,945 | $2,620+12.4% | $1,669+76.5% | $4,194-29.8% |
| Participant deferral / active EE | $4,728 | $4,311+9.7% | $2,923+61.7% | $6,396-26.1% |
| Admin fee / account holder | $5,054 | $6,488-22.1% | $4,712+7.3% | $12,562-59.8% |