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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 | $169,095 | $117,846+43.5% | $102,434+65.1% | $145,884+15.9% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 26.76% | 31.90%-5.1pp | 29.46%-2.7pp | 551.85%-525.1pp |
| Employer contribution / active EE | $2,429 | $3,615-32.8% | $3,023-19.7% | $4,662-47.9% |
| Participant deferral / active EE | $6,208 | $5,733+8.3% | $5,055+22.8% | $6,690-7.2% |
| Admin fee / account holder | $1,826 | $13,356-86.3% | $9,462-80.7% | $13,392-86.4% |