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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 | $113,606 | $65,367+73.8% | $92,915+22.3% | $72,976+55.7% |
| Participation rate | 56.7% | 68.3%-11.6pp | 76.0%-19.3pp | 69.5%-12.8pp |
| Annual return | 18.64% | 42.11%-23.5pp | 109.45%-90.8pp | 81.02%-62.4pp |
| Employer contribution / active EE | $6,507 | $2,594+150.9% | $3,653+78.1% | $2,440+166.7% |
| Participant deferral / active EE | $3,918 | $3,128+25.2% | $4,238-7.6% | $3,608+8.6% |
| Admin fee / account holder | $53,646 | $4,251+1161.8% | $5,796+825.6% | $5,124+946.9% |