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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 | $162,446 | $110,240+47.4% | $96,544+68.3% | $139,487+16.5% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 25.38% | 26.41%-1.0pp | 25.88%-0.5pp | 373.84%-348.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,496 | $5,549+35.1% | $4,851+54.5% | $6,713+11.7% |
| Admin fee / account holder | $9,737 | $11,602-16.1% | $8,254+18.0% | $11,407-14.6% |