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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 | $155,617 | $81,208+91.6% | $98,920+57.3% | $79,856+94.9% |
| Participation rate | 43.5% | 72.5%-29.0pp | 76.0%-32.6pp | 69.6%-26.2pp |
| Annual return | 22.32% | 60.99%-38.7pp | 196.47%-174.1pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,067 | $1,960-45.6% | $2,689-60.3% | $2,471-56.8% |
| Participant deferral / active EE | $2,550 | $3,265-21.9% | $4,245-39.9% | $3,741-31.8% |
| Admin fee / account holder | $4,599 | $6,013-23.5% | $6,643-30.8% | $5,306-13.3% |