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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 | $181,019 | $48,053+276.7% | $84,628+113.9% | $72,975+148.1% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 23.70% | 37.39%-13.7pp | 258.80%-235.1pp | 81.01%-57.3pp |
| Employer contribution / active EE | $436 | $1,602-72.8% | $2,653-83.6% | $2,440-82.1% |
| Participant deferral / active EE | $4,760 | $2,681+77.6% | $3,900+22.1% | $3,608+31.9% |
| Admin fee / account holder | $1,336 | $3,395-60.7% | $4,914-72.8% | $5,124-73.9% |