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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 | $207,135 | $135,956+52.4% | $123,894+67.2% | $273,972-24.4% |
| Participation rate | 42.1% | 84.1%-42.0pp | 81.4%-39.3pp | 83.0%-40.9pp |
| Annual return | 5.56% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,894 | $5,170-5.3% | $4,617+6.0% | $4,869+0.5% |
| Participant deferral / active EE | $10,288 | $6,343+62.2% | $5,984+71.9% | $5,287+94.6% |
| Admin fee / account holder | $15,964 | $9,817+62.6% | $8,357+91.0% | $10,133+57.6% |