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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 | $134,142 | $117,846+13.8% | $102,434+31.0% | $145,884-8.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.45% | 31.90%-22.4pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,713 | $3,615+2.7% | $3,023+22.8% | $4,662-20.4% |
| Participant deferral / active EE | $6,773 | $5,733+18.1% | $5,055+34.0% | $6,690+1.2% |
| Admin fee / account holder | $7,059 | $13,356-47.1% | $9,462-25.4% | $13,392-47.3% |