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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 | $182,830 | $89,259+104.8% | $107,187+70.6% | $82,637+121.2% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 17.52% | 21.02%-3.5pp | 204.55%-187.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,057 | $3,080-33.2% | $3,782-45.6% | $2,552-19.4% |
| Participant deferral / active EE | $4,317 | $4,037+6.9% | $5,096-15.3% | $4,126+4.6% |
| Admin fee / account holder | $1,332 | $7,381-82.0% | $9,162-85.5% | $7,339-81.9% |