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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 | $68,586+124.6% | $120,380+28.0% | $80,911+90.4% |
| Participation rate | 53.6% | 61.6%-8.0pp | 71.9%-18.3pp | 67.6%-14.1pp |
| Annual return | 14.21% | 23.62%-9.4pp | 107.28%-93.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,783 | $2,053+35.6% | $3,465-19.7% | $2,756+1.0% |
| Participant deferral / active EE | $7,767 | $3,174+144.7% | $4,992+55.6% | $4,297+80.8% |
| Admin fee / account holder | $20,819 | $5,733+263.1% | $9,421+121.0% | $6,935+200.2% |