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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 | $147,119 | $73,107+101.2% | $114,563+28.4% | $87,485+68.2% |
| Participation rate | 52.8% | 65.8%-13.0pp | 72.9%-20.1pp | 68.9%-16.1pp |
| Annual return | 16.70% | 19.47%-2.8pp | 241.09%-224.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,369 | $1,881+26.0% | $2,592-8.6% | $2,596-8.7% |
| Participant deferral / active EE | $4,892 | $3,144+55.6% | $4,142+18.1% | $4,274+14.5% |
| Admin fee / account holder | $20,306 | $5,770+251.9% | $7,623+166.4% | $7,775+161.2% |