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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 | $131,213 | $78,423+67.3% | $95,964+36.7% | $79,856+64.3% |
| Participation rate | 64.5% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.1pp |
| Annual return | 16.15% | 19.37%-3.2pp | 91.64%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,250 | $1,945+15.6% | $2,541-11.5% | $2,471-9.0% |
| Participant deferral / active EE | $4,785 | $3,440+39.1% | $4,167+14.8% | $3,741+27.9% |
| Admin fee / account holder | $9,151 | $5,622+62.8% | $6,797+34.6% | $5,306+72.5% |