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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 | $148,127 | $58,848+151.7% | $88,179+68.0% | $82,637+79.2% |
| Participation rate | 62.7% | 57.9%+4.8pp | 69.1%-6.4pp | 68.1%-5.3pp |
| Annual return | 22.43% | 22.76%-0.3pp | 64.97%-42.5pp | 53.51%-31.1pp |
| Employer contribution / active EE | $5,597 | $1,678+233.5% | $2,549+119.5% | $2,552+119.3% |
| Participant deferral / active EE | $5,874 | $3,124+88.1% | $4,614+27.3% | $4,126+42.4% |
| Admin fee / account holder | $3,997 | $4,795-16.7% | $7,673-47.9% | $7,339-45.5% |