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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 | $117,243 | $83,369+40.6% | $105,223+11.4% | $67,986+72.5% |
| Participation rate | 48.1% | 56.3%-8.1pp | 75.0%-26.9pp | 57.2%-9.1pp |
| Annual return | 13.50% | 24.64%-11.1pp | 180.65%-167.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $2,981 | $2,541+17.3% | $3,689-19.2% | $2,019+47.7% |
| Participant deferral / active EE | $3,360 | $3,295+2.0% | $5,072-33.7% | $3,358+0.1% |
| Admin fee / account holder | $11,206 | $4,073+175.2% | $8,859+26.5% | $3,203+249.9% |