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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 | $158,797 | $91,559+73.4% | $133,978+18.5% | $79,856+98.9% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.3pp |
| Annual return | 18.74% | 61.85%-43.1pp | 45.10%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,241 | $2,384-6.0% | $3,919-42.8% | $2,471-9.3% |
| Participant deferral / active EE | $4,855 | $3,734+30.0% | $5,047-3.8% | $3,741+29.8% |
| Admin fee / account holder | $634 | $6,321-90.0% | $8,930-92.9% | $5,306-88.1% |