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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 | $158,049 | $81,446+94.1% | $103,374+52.9% | $80,874+95.4% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 17.83% | 25.57%-7.7pp | 24.89%-7.1pp | 35.62%-17.8pp |
| Employer contribution / active EE | $7,694 | $3,107+147.6% | $3,869+98.9% | $2,756+179.2% |
| Participant deferral / active EE | $4,393 | $3,870+13.5% | $5,058-13.1% | $4,297+2.2% |
| Admin fee / account holder | $46,362 | $6,715+590.5% | $8,394+452.3% | $6,935+568.5% |