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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 | $168,416 | $49,976+237.0% | $66,674+152.6% | $82,637+103.8% |
| Participation rate | 51.9% | 63.1%-11.2pp | 73.7%-21.8pp | 68.1%-16.1pp |
| Annual return | 17.67% | 39.09%-21.4pp | 321.24%-303.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,127 | $1,988+7.0% | $2,620-18.8% | $2,552-16.6% |
| Participant deferral / active EE | $4,273 | $2,847+50.1% | $4,084+4.6% | $4,126+3.6% |
| Admin fee / account holder | $394 | $4,594-91.4% | $5,098-92.3% | $7,339-94.6% |