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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 | $124,404 | $81,233+53.1% | $155,567-20.0% | $80,874+53.8% |
| Participation rate | 61.7% | 66.2%-4.5pp | 78.2%-16.5pp | 67.6%-5.9pp |
| Annual return | 14.18% | 33.33%-19.1pp | 64.74%-50.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $7,925 | $3,101+155.6% | $4,674+69.5% | $2,756+187.6% |
| Participant deferral / active EE | $4,599 | $3,452+33.2% | $5,628-18.3% | $4,297+7.0% |
| Admin fee / account holder | $1,681 | $7,998-79.0% | $15,916-89.4% | $6,935-75.8% |