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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 | $157,397 | $55,902+181.6% | $76,030+107.0% | $80,959+94.4% |
| Participation rate | 65.4% | 62.1%+3.3pp | 69.1%-3.7pp | 67.7%-2.3pp |
| Annual return | 19.91% | 20.59%-0.7pp | 361.54%-341.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,327 | $1,867+24.7% | $2,688-13.4% | $2,757-15.6% |
| Participant deferral / active EE | $7,480 | $3,051+145.2% | $4,257+75.7% | $4,300+73.9% |
| Admin fee / account holder | $1,116 | $5,239-78.7% | $6,421-82.6% | $6,925-83.9% |