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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 | $150,763 | $108,825+38.5% | $156,181-3.5% | $82,448+82.9% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 14.76% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,404 | $2,870+18.6% | $4,294-20.7% | $2,551+33.4% |
| Participant deferral / active EE | $7,509 | $4,577+64.0% | $6,132+22.4% | $4,139+81.4% |
| Admin fee / account holder | $13,862 | $9,341+48.4% | $14,586-5.0% | $7,234+91.6% |