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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 | $185,100 | $143,969+28.6% | $199,883-7.4% | $82,637+124.0% |
| Participation rate | 44.7% | 84.1%-39.4pp | 86.8%-42.0pp | 68.1%-23.3pp |
| Annual return | 13.40% | 25.67%-12.3pp | 43.81%-30.4pp | 53.51%-40.1pp |
| Employer contribution / active EE | $3,026 | $4,632-34.7% | $6,261-51.7% | $2,552+18.6% |
| Participant deferral / active EE | $6,395 | $6,937-7.8% | $9,138-30.0% | $4,126+55.0% |
| Admin fee / account holder | $31,299 | $14,597+114.4% | $17,268+81.3% | $7,339+326.5% |