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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 | $97,648+38.3% | $121,663+11.0% | $87,485+54.4% |
| Participation rate | 69.2% | 70.5%-1.2pp | 74.5%-5.3pp | 68.9%+0.3pp |
| Annual return | 17.34% | 18.03%-0.7pp | 147.54%-130.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $5,815 | $2,300+152.8% | $3,020+92.6% | $2,596+124.0% |
| Participant deferral / active EE | $4,800 | $3,923+22.3% | $4,887-1.8% | $4,274+12.3% |
| Admin fee / account holder | $5,430 | $11,100-51.1% | $14,289-62.0% | $7,775-30.2% |