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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 | $114,285 | $57,541+98.6% | $95,740+19.4% | $75,173+52.0% |
| Participation rate | 57.1% | 62.5%-5.4pp | 72.3%-15.1pp | 67.2%-10.1pp |
| Annual return | 25.59% | 34.93%-9.3pp | 28.41%-2.8pp | 160.72%-135.1pp |
| Employer contribution / active EE | $2,020 | $1,808+11.7% | $2,836-28.8% | $2,671-24.4% |
| Participant deferral / active EE | $2,589 | $3,074-15.8% | $4,244-39.0% | $4,126-37.2% |
| Admin fee / account holder | $10,756 | $4,099+162.4% | $5,676+89.5% | $5,651+90.4% |