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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 | $185,456 | $117,846+57.4% | $102,434+81.1% | $145,884+27.1% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 24.05% | 31.90%-7.8pp | 29.46%-5.4pp | 551.85%-527.8pp |
| Employer contribution / active EE | $7,502 | $3,615+107.5% | $3,023+148.2% | $4,662+60.9% |
| Participant deferral / active EE | $7,370 | $5,733+28.5% | $5,055+45.8% | $6,690+10.2% |
| Admin fee / account holder | $7,710 | $13,356-42.3% | $9,462-18.5% | $13,392-42.4% |