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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 | $121,429 | $63,354+91.7% | $94,105+29.0% | $82,637+46.9% |
| Participation rate | 54.5% | 63.8%-9.3pp | 71.9%-17.4pp | 68.1%-13.5pp |
| Annual return | 17.26% | 34.36%-17.1pp | 204.55%-187.3pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,962 | $1,760+125.2% | $2,504+58.2% | $2,552+55.2% |
| Participant deferral / active EE | $5,614 | $2,873+95.4% | $3,881+44.7% | $4,126+36.1% |
| Admin fee / account holder | $806 | $5,073-84.1% | $6,199-87.0% | $7,339-89.0% |