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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 | $148,598 | $78,682+88.9% | $109,188+36.1% | $85,851+73.1% |
| Participation rate | 63.0% | 68.3%-5.2pp | 75.9%-12.8pp | 69.3%-6.3pp |
| Annual return | 12.15% | 25.09%-12.9pp | 25.76%-13.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $2,533 | $2,734-7.4% | $3,723-32.0% | $2,565-1.3% |
| Participant deferral / active EE | $6,916 | $3,468+99.5% | $4,654+48.6% | $3,952+75.0% |
| Admin fee / account holder | $7,950 | $5,470+45.4% | $6,755+17.7% | $6,261+27.0% |