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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 | $68,852+123.8% | $120,524+27.8% | $80,925+90.4% |
| Participation rate | 53.6% | 61.6%-8.1pp | 71.9%-18.4pp | 67.7%-14.1pp |
| Annual return | 14.21% | 23.67%-9.5pp | 107.36%-93.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,783 | $2,063+34.9% | $3,469-19.8% | $2,756+1.0% |
| Participant deferral / active EE | $7,767 | $3,187+143.7% | $4,994+55.5% | $4,299+80.7% |
| Admin fee / account holder | $20,819 | $5,781+260.1% | $9,440+120.5% | $6,940+200.0% |