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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 | $154,478 | $58,848+162.5% | $88,179+75.2% | $82,637+86.9% |
| Participation rate | 64.3% | 57.9%+6.4pp | 69.1%-4.9pp | 68.1%-3.8pp |
| Annual return | 20.09% | 22.76%-2.7pp | 64.97%-44.9pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,347 | $1,678-19.7% | $2,549-47.2% | $2,552-47.2% |
| Participant deferral / active EE | $5,422 | $3,124+73.6% | $4,614+17.5% | $4,126+31.4% |
| Admin fee / account holder | $9,544 | $4,795+99.0% | $7,673+24.4% | $7,339+30.0% |