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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 | $185,957 | $114,119+62.9% | $107,187+73.5% | $138,895+33.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 14.19% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,248 | $4,059-69.3% | $3,782-67.0% | $4,194-70.2% |
| Participant deferral / active EE | $9,100 | $5,538+64.3% | $5,096+78.6% | $6,396+42.3% |
| Admin fee / account holder | $728 | $10,024-92.7% | $9,162-92.1% | $12,562-94.2% |