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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 | $141,607 | $78,670+80.0% | $109,173+29.7% | $85,847+65.0% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 12.33% | 25.09%-12.8pp | 25.75%-13.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $2,154 | $2,734-21.2% | $3,723-42.1% | $2,565-16.0% |
| Participant deferral / active EE | $5,031 | $3,467+45.1% | $4,654+8.1% | $3,952+27.3% |
| Admin fee / account holder | $14,342 | $5,469+162.2% | $6,755+112.3% | $6,261+129.1% |