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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 | $81,262+126.3% | $155,602+18.2% | $80,911+127.3% |
| Participation rate | 67.1% | 66.2%+0.9pp | 78.2%-11.1pp | 67.6%-0.5pp |
| Annual return | 14.37% | 33.34%-19.0pp | 64.81%-50.4pp | 35.63%-21.3pp |
| Employer contribution / active EE | $5,008 | $3,102+61.5% | $4,675+7.1% | $2,756+81.7% |
| Participant deferral / active EE | $5,071 | $3,451+46.9% | $5,629-9.9% | $4,297+18.0% |
| Admin fee / account holder | $6,481 | $7,992-18.9% | $15,923-59.3% | $6,935-6.5% |