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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 | $149,512 | $100,279+49.1% | $81,353+83.8% | $145,884+2.5% |
| Participation rate | 41.7% | 74.3%-32.6pp | 69.5%-27.9pp | 80.3%-38.6pp |
| Annual return | 18.88% | 34.49%-15.6pp | 24.82%-5.9pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,651 | $2,979-11.0% | $2,464+7.6% | $4,662-43.1% |
| Participant deferral / active EE | $6,568 | $4,611+42.4% | $3,885+69.1% | $6,690-1.8% |
| Admin fee / account holder | $3,067 | $8,206-62.6% | $5,766-46.8% | $13,392-77.1% |