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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 | $151,035 | $65,367+131.1% | $92,915+62.6% | $72,976+107.0% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 27.44% | 42.11%-14.7pp | 109.45%-82.0pp | 81.02%-53.6pp |
| Employer contribution / active EE | $5,153 | $2,594+98.7% | $3,653+41.1% | $2,440+111.2% |
| Participant deferral / active EE | $3,957 | $3,128+26.5% | $4,238-6.6% | $3,608+9.7% |
| Admin fee / account holder | $2,892 | $4,251-32.0% | $5,796-50.1% | $5,124-43.6% |