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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 | $180,523 | $108,825+65.9% | $156,181+15.6% | $82,448+119.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 13.95% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,082 | $2,870+42.2% | $4,294-4.9% | $2,551+60.0% |
| Participant deferral / active EE | $7,940 | $4,577+73.5% | $6,132+29.5% | $4,139+91.8% |
| Admin fee / account holder | $4,325 | $9,341-53.7% | $14,586-70.3% | $7,234-40.2% |