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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 | $183,508 | $115,225+59.3% | $100,712+82.2% | $138,895+32.1% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.59% | 40.35%-23.8pp | 33.27%-16.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,039 | $2,771-26.4% | $2,313-11.8% | $4,194-51.4% |
| Participant deferral / active EE | $5,740 | $4,699+22.1% | $4,085+40.5% | $6,396-10.3% |
| Admin fee / account holder | $14,450 | $10,844+33.3% | $9,256+56.1% | $12,562+15.0% |