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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 | $177,476 | $101,778+74.4% | $164,975+7.6% | $80,925+119.3% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.7%-10.5pp |
| Annual return | 16.67% | 16.73%-0.1pp | 70.12%-53.5pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,626 | $2,954-11.1% | $4,343-39.5% | $2,756-4.7% |
| Participant deferral / active EE | $6,963 | $4,477+55.5% | $6,033+15.4% | $4,299+62.0% |
| Admin fee / account holder | $6,663 | $8,221-19.0% | $12,688-47.5% | $6,940-4.0% |