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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 | $178,206 | $101,618+75.4% | $93,063+91.5% | $137,256+29.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 16.99% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,096 | $2,707-22.6% | $2,476-15.4% | $4,156-49.6% |
| Participant deferral / active EE | $8,278 | $4,279+93.4% | $3,958+109.1% | $6,407+29.2% |
| Admin fee / account holder | $1,014 | $6,198-83.6% | $6,033-83.2% | $12,270-91.7% |