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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 | $153,369 | $54,757+180.1% | $90,300+69.8% | $72,983+110.1% |
| Participation rate | 63.6% | 65.1%-1.5pp | 73.3%-9.6pp | 69.5%-5.9pp |
| Annual return | 16.88% | 30.63%-13.7pp | 78.11%-61.2pp | 81.01%-64.1pp |
| Employer contribution / active EE | $6,090 | $2,092+191.0% | $2,854+113.4% | $2,440+149.6% |
| Participant deferral / active EE | $5,240 | $2,887+81.5% | $3,884+34.9% | $3,608+45.3% |
| Admin fee / account holder | $1,181 | $3,972-70.3% | $5,353-77.9% | $5,124-77.0% |