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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 | $156,060 | $81,504+91.5% | $102,437+52.3% | $80,959+92.8% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.7%-19.2pp |
| Annual return | 163.44% | 25.60%+137.8pp | 24.95%+138.5pp | 35.67%+127.8pp |
| Employer contribution / active EE | $2,772 | $3,104-10.7% | $3,871-28.4% | $2,757+0.6% |
| Participant deferral / active EE | $4,206 | $3,871+8.7% | $5,060-16.9% | $4,300-2.2% |
| Admin fee / account holder | $9,517 | $6,719+41.6% | $8,388+13.5% | $6,925+37.4% |