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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 | $135,038 | $94,031+43.6% | $115,768+16.6% | $82,448+63.8% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.4%-5.2pp | 68.1%+1.2pp |
| Annual return | 17.34% | 20.61%-3.3pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,815 | $2,323+150.3% | $2,940+97.8% | $2,551+128.0% |
| Participant deferral / active EE | $4,800 | $3,972+20.8% | $4,917-2.4% | $4,139+16.0% |
| Admin fee / account holder | $5,430 | $10,249-47.0% | $12,439-56.4% | $7,234-24.9% |