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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 | $170,846 | $88,672+92.7% | $105,223+62.4% | $82,448+107.2% |
| Participation rate | 44.1% | 67.9%-23.8pp | 75.0%-30.9pp | 68.1%-24.0pp |
| Annual return | 18.07% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,237 | $3,048-26.6% | $3,689-39.4% | $2,551-12.3% |
| Participant deferral / active EE | $6,650 | $4,036+64.8% | $5,072+31.1% | $4,139+60.7% |
| Admin fee / account holder | $2,525 | $7,146-64.7% | $8,859-71.5% | $7,234-65.1% |