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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 | $156,968 | $105,284+49.1% | $150,734+4.1% | $94,015+67.0% |
| Participation rate | 67.6% | 71.7%-4.2pp | 78.4%-10.9pp | 70.8%-3.3pp |
| Annual return | 11.97% | 15.67%-3.7pp | 600.81%-588.8pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,902 | $3,599-19.4% | $4,918-41.0% | $2,790+4.0% |
| Participant deferral / active EE | $4,468 | $4,274+4.6% | $5,610-20.3% | $4,249+5.1% |
| Admin fee / account holder | $21,002 | $9,839+113.5% | $14,905+40.9% | $8,951+134.6% |