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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 | $175,955 | $134,817+30.5% | $123,973+41.9% | $155,188+13.4% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.7%-30.5pp | 80.8%-34.6pp |
| Annual return | 15.73% | 515.49%-499.8pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,985 | $4,425-55.1% | $4,126-51.9% | $4,248-53.3% |
| Participant deferral / active EE | $6,629 | $5,706+16.2% | $5,247+26.3% | $6,531+1.5% |
| Admin fee / account holder | $1,800 | $13,245-86.4% | $11,799-84.7% | $14,480-87.6% |