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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 | $178,962 | $123,155+45.3% | $108,753+64.6% | $155,188+15.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 13.50% | 44.73%-31.2pp | 37.47%-24.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $4,645 | $2,811+65.2% | $2,427+91.4% | $4,248+9.3% |
| Participant deferral / active EE | $15,090 | $4,623+226.4% | $4,115+266.7% | $6,531+131.0% |
| Admin fee / account holder | $619 | $12,126-94.9% | $10,320-94.0% | $14,480-95.7% |