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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 | $144,160 | $100,901+42.9% | $75,501+90.9% | $147,586-2.3% |
| Participation rate | 59.1% | 77.1%-18.0pp | 72.4%-13.3pp | 82.8%-23.7pp |
| Annual return | 9.03% | 35.78%-26.8pp | 27.35%-18.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,305 | $3,253-29.2% | $2,352-2.0% | $4,876-52.7% |
| Participant deferral / active EE | $2,804 | $4,027-30.4% | $3,142-10.8% | $5,439-48.4% |
| Admin fee / account holder | $2,522 | $11,285-77.6% | $5,801-56.5% | $10,886-76.8% |