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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 | $180,590 | $107,944+67.3% | $91,994+96.3% | $152,885+18.1% |
| Participation rate | 54.2% | 81.2%-27.0pp | 78.6%-24.5pp | 82.5%-28.3pp |
| Annual return | 16.73% | 89.26%-72.5pp | 69.03%-52.3pp | 345.39%-328.7pp |
| Employer contribution / active EE | $2,297 | $4,210-45.4% | $3,452-33.5% | $4,763-51.8% |
| Participant deferral / active EE | $4,186 | $6,365-34.2% | $5,923-29.3% | $5,851-28.4% |
| Admin fee / account holder | $4,046 | $10,521-61.5% | $7,743-47.8% | $11,598-65.1% |