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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 | $154,077 | $68,880+123.7% | $120,580+27.8% | $80,959+90.3% |
| Participation rate | 53.6% | 61.7%-8.1pp | 72.0%-18.4pp | 67.7%-14.1pp |
| Annual return | 14.21% | 23.68%-9.5pp | 107.48%-93.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,783 | $2,066+34.7% | $3,469-19.8% | $2,757+0.9% |
| Participant deferral / active EE | $7,767 | $3,191+143.4% | $4,995+55.5% | $4,300+80.6% |
| Admin fee / account holder | $20,819 | $5,785+259.9% | $9,418+121.0% | $6,925+200.6% |