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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 | $183,921 | $81,331+126.1% | $155,534+18.3% | $80,935+127.2% |
| Participation rate | 67.1% | 66.3%+0.9pp | 78.2%-11.1pp | 67.7%-0.5pp |
| Annual return | 14.37% | 33.37%-19.0pp | 64.92%-50.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $5,008 | $3,105+61.3% | $4,675+7.1% | $2,757+81.7% |
| Participant deferral / active EE | $5,071 | $3,454+46.8% | $5,630-9.9% | $4,299+17.9% |
| Admin fee / account holder | $6,481 | $7,999-19.0% | $15,900-59.2% | $6,924-6.4% |