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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 | $153,576 | $105,284+45.9% | $150,734+1.9% | $94,015+63.4% |
| Participation rate | 59.5% | 71.7%-12.3pp | 78.4%-19.0pp | 70.8%-11.4pp |
| Annual return | 11.43% | 15.67%-4.2pp | 600.81%-589.4pp | 17.84%-6.4pp |
| Employer contribution / active EE | $2,395 | $3,599-33.5% | $4,918-51.3% | $2,790-14.2% |
| Participant deferral / active EE | $4,683 | $4,274+9.6% | $5,610-16.5% | $4,249+10.2% |
| Admin fee / account holder | $25,933 | $9,839+163.6% | $14,905+74.0% | $8,951+189.7% |