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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 | $116,571 | $80,992+43.9% | $96,534+20.8% | $75,173+55.1% |
| Participation rate | 59.7% | 71.8%-12.1pp | 76.0%-16.3pp | 67.2%-7.5pp |
| Annual return | 21.41% | 27.05%-5.6pp | 25.88%-4.5pp | 160.72%-139.3pp |
| Employer contribution / active EE | $3,654 | $2,283+60.1% | $2,965+23.2% | $2,671+36.8% |
| Participant deferral / active EE | $7,925 | $3,929+101.7% | $4,851+63.4% | $4,126+92.1% |
| Admin fee / account holder | $24,893 | $6,717+270.6% | $8,253+201.6% | $5,651+340.5% |