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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 | $187,102 | $99,053+88.9% | $88,179+112.2% | $138,895+34.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 18.21% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,023 | $2,882-29.8% | $2,549-20.6% | $4,194-51.8% |
| Participant deferral / active EE | $5,045 | $5,225-3.5% | $4,614+9.3% | $6,396-21.1% |
| Admin fee / account holder | $1,603 | $8,748-81.7% | $7,673-79.1% | $12,562-87.2% |