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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 | $165,926 | $135,956+22.0% | $123,894+33.9% | $273,972-39.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,447 | $5,170-52.7% | $4,617-47.0% | $4,869-49.7% |
| Participant deferral / active EE | $3,333 | $6,343-47.4% | $5,984-44.3% | $5,287-37.0% |
| Admin fee / account holder | $1,773 | $9,817-81.9% | $8,357-78.8% | $10,133-82.5% |