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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 | $158,118 | $114,013+38.7% | $103,693+52.5% | $155,188+1.9% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.3pp | 80.8%-22.5pp |
| Annual return | 14.49% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,406 | $3,131-23.2% | $2,920-17.6% | $4,248-43.4% |
| Participant deferral / active EE | $5,587 | $4,970+12.4% | $4,579+22.0% | $6,531-14.4% |
| Admin fee / account holder | $7,029 | $8,407-16.4% | $7,858-10.5% | $14,480-51.5% |