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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 | $141,144 | $91,559+54.2% | $133,959+5.4% | $79,858+76.7% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 11.20% | 61.85%-50.7pp | 45.09%-33.9pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,129 | $2,384-52.6% | $3,919-71.2% | $2,471-54.3% |
| Participant deferral / active EE | $3,732 | $3,734-0.1% | $5,047-26.1% | $3,740-0.2% |
| Admin fee / account holder | $3,875 | $6,321-38.7% | $8,928-56.6% | $5,306-27.0% |