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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 | $157,707 | $86,298+82.7% | $111,308+41.7% | $85,847+83.7% |
| Participation rate | 52.2% | 73.3%-21.2pp | 77.3%-25.1pp | 69.3%-17.1pp |
| Annual return | 18.66% | 19.99%-1.3pp | 54.67%-36.0pp | 318.61%-300.0pp |
| Employer contribution / active EE | $2,659 | $2,044+30.1% | $2,732-2.7% | $2,565+3.6% |
| Participant deferral / active EE | $5,041 | $3,641+38.5% | $4,487+12.3% | $3,952+27.5% |
| Admin fee / account holder | $2,287 | $8,189-72.1% | $7,965-71.3% | $6,261-63.5% |