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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 | $117,858 | $65,364+80.3% | $92,909+26.9% | $72,975+61.5% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | 18.32% | 42.11%-23.8pp | 109.44%-91.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,145 | $2,594-17.3% | $3,653-41.3% | $2,440-12.1% |
| Participant deferral / active EE | $5,728 | $3,128+83.1% | $4,238+35.2% | $3,608+58.8% |
| Admin fee / account holder | $15,042 | $4,251+253.8% | $5,795+159.6% | $5,124+193.6% |