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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 | $176,784 | $111,535+58.5% | $105,223+68.0% | $137,256+28.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 12.93% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,013 | $3,939-48.9% | $3,689-45.4% | $4,156-51.6% |
| Participant deferral / active EE | $8,960 | $5,500+62.9% | $5,072+76.7% | $6,407+39.9% |
| Admin fee / account holder | $1,134 | $9,721-88.3% | $8,859-87.2% | $12,270-90.8% |