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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 | $175,047 | $98,240+78.2% | $82,312+112.7% | $147,586+18.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 20.49% | 30.85%-10.4pp | 25.88%-5.4pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,867 | $3,192-10.2% | $2,428+18.1% | $4,876-41.2% |
| Participant deferral / active EE | $6,003 | $4,383+36.9% | $3,706+62.0% | $5,439+10.4% |
| Admin fee / account holder | $9,923 | $8,563+15.9% | $5,608+77.0% | $10,886-8.8% |