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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 | $182,014 | $100,970+80.3% | $96,576+88.5% | $137,256+32.6% |
| Participation rate | 61.1% | 82.6%-21.5pp | 81.4%-20.3pp | 80.0%-18.8pp |
| Annual return | 14.81% | 38.16%-23.3pp | 38.47%-23.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,159 | $3,809-17.1% | $3,553-11.1% | $4,156-24.0% |
| Participant deferral / active EE | $7,861 | $8,286-5.1% | $7,956-1.2% | $6,407+22.7% |
| Admin fee / account holder | $1,950 | $11,312-82.8% | $11,381-82.9% | $12,270-84.1% |