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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 | $164,075 | $118,467+38.5% | $98,450+66.7% | $139,456+17.7% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 16.52% | 18.95%-2.4pp | 21.16%-4.6pp | 373.45%-356.9pp |
| Employer contribution / active EE | $3,589 | $3,611-0.6% | $3,049+17.7% | $4,753-24.5% |
| Participant deferral / active EE | $4,570 | $5,393-15.3% | $4,739-3.6% | $6,711-31.9% |
| Admin fee / account holder | $11,605 | $14,057-17.4% | $8,961+29.5% | $11,407+1.7% |