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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 | $213,522 | $156,616+36.3% | $133,346+60.1% | $198,609+7.5% |
| Participation rate | 38.9% | 77.7%-38.8pp | 72.8%-34.0pp | 82.4%-43.5pp |
| Annual return | 14.04% | 44.25%-30.2pp | 36.85%-22.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,025 | $3,368-39.9% | $2,853-29.0% | $5,055-59.9% |
| Participant deferral / active EE | $4,918 | $4,9200% | $4,332+13.5% | $6,977-29.5% |
| Admin fee / account holder | $9,778 | $17,468-44.0% | $14,264-31.4% | $19,030-48.6% |