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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 | $144,620 | $112,729+28.3% | $98,716+46.5% | $137,256+5.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 12.62% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,047 | $2,725+11.8% | $2,279+33.7% | $4,156-26.7% |
| Participant deferral / active EE | $4,536 | $4,640-2.2% | $4,048+12.1% | $6,407-29.2% |
| Admin fee / account holder | $7,168 | $10,129-29.2% | $8,703-17.6% | $12,270-41.6% |