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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 | $113,882 | $73,978+53.9% | $96,515+18.0% | $75,173+51.5% |
| Participation rate | 55.0% | 66.4%-11.4pp | 74.3%-19.3pp | 67.2%-12.2pp |
| Annual return | 14.27% | 26.72%-12.5pp | 35.73%-21.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $5,578 | $2,931+90.3% | $3,740+49.2% | $2,671+108.8% |
| Participant deferral / active EE | $3,870 | $3,660+5.7% | $4,880-20.7% | $4,126-6.2% |
| Admin fee / account holder | $12,639 | $5,219+142.2% | $6,735+87.7% | $5,651+123.7% |