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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 | $162,248 | $108,825+49.1% | $156,181+3.9% | $82,448+96.8% |
| Participation rate | 58.3% | 72.4%-14.0pp | 78.8%-20.5pp | 68.1%-9.7pp |
| Annual return | 13.75% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,258 | $2,870-21.3% | $4,294-47.4% | $2,551-11.5% |
| Participant deferral / active EE | $4,217 | $4,577-7.9% | $6,132-31.2% | $4,139+1.9% |
| Admin fee / account holder | $4,851 | $9,341-48.1% | $14,586-66.7% | $7,234-32.9% |