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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 | $131,355 | $58,258+125.5% | $81,820+60.5% | $80,925+62.3% |
| Participation rate | 59.5% | 63.5%-4.0pp | 72.4%-12.9pp | 67.7%-8.2pp |
| Annual return | 15.59% | 41.76%-26.2pp | 777.93%-762.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,833 | $2,345+20.8% | $2,915-2.8% | $2,756+2.8% |
| Participant deferral / active EE | $7,095 | $3,284+116.1% | $4,323+64.1% | $4,299+65.0% |
| Admin fee / account holder | $1,158 | $4,976-76.7% | $7,391-84.3% | $6,940-83.3% |