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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 | $177,540 | $97,125+82.8% | $86,233+105.9% | $137,256+29.3% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 12.07% | 74.19%-62.1pp | 61.39%-49.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,816 | $2,841-36.1% | $2,504-27.5% | $4,156-56.3% |
| Participant deferral / active EE | $5,093 | $5,180-1.7% | $4,559+11.7% | $6,407-20.5% |
| Admin fee / account holder | $3,516 | $9,725-63.8% | $8,342-57.9% | $12,270-71.3% |