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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 | $182,078 | $110,379+65.0% | $102,412+77.8% | $145,884+24.8% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 20.91% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $7,354 | $4,216+74.4% | $3,870+90.0% | $4,662+57.7% |
| Participant deferral / active EE | $5,718 | $5,622+1.7% | $5,060+13.0% | $6,690-14.5% |
| Admin fee / account holder | $1,381 | $9,745-85.8% | $8,388-83.5% | $13,392-89.7% |