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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 | $171,824 | $87,166+97.1% | $76,735+123.9% | $137,256+25.2% |
| Participation rate | 54.5% | 74.4%-19.8pp | 69.5%-15.0pp | 80.0%-25.4pp |
| Annual return | 17.36% | 26.50%-9.1pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,136 | $2,904+214.6% | $2,454+272.2% | $4,156+119.8% |
| Participant deferral / active EE | $16,045 | $4,726+239.5% | $4,088+292.5% | $6,407+150.4% |
| Admin fee / account holder | $10,072 | $8,403+19.9% | $7,189+40.1% | $12,270-17.9% |