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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 | $179,168 | $111,535+60.6% | $105,223+70.3% | $137,256+30.5% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 12.15% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,127 | $3,939-46.0% | $3,689-42.3% | $4,156-48.8% |
| Participant deferral / active EE | $4,217 | $5,500-23.3% | $5,072-16.8% | $6,407-34.2% |
| Admin fee / account holder | $10,345 | $9,721+6.4% | $8,859+16.8% | $12,270-15.7% |