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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 | $138,746 | $111,535+24.4% | $105,223+31.9% | $137,256+1.1% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 18.99% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,149 | $3,939-20.1% | $3,689-14.6% | $4,156-24.2% |
| Participant deferral / active EE | $8,350 | $5,500+51.8% | $5,072+64.6% | $6,407+30.3% |
| Admin fee / account holder | $1,811 | $9,721-81.4% | $8,859-79.6% | $12,270-85.2% |