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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 | $175,903 | $111,535+57.7% | $105,223+67.2% | $137,256+28.2% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 16.21% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,004 | $3,939-49.1% | $3,689-45.7% | $4,156-51.8% |
| Participant deferral / active EE | $3,900 | $5,500-29.1% | $5,072-23.1% | $6,407-39.1% |
| Admin fee / account holder | $1,502 | $9,721-84.6% | $8,859-83.0% | $12,270-87.8% |