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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 | $148,837 | $114,119+30.4% | $107,187+38.9% | $138,895+7.2% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 13.72% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,766 | $4,059-7.2% | $3,782-0.4% | $4,194-10.2% |
| Participant deferral / active EE | $11,715 | $5,538+111.5% | $5,096+129.9% | $6,396+83.2% |
| Admin fee / account holder | $24,668 | $10,024+146.1% | $9,162+169.2% | $12,562+96.4% |