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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 | $165,933 | $114,013+45.5% | $103,693+60.0% | $155,188+6.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 28.94% | 49.31%-20.4pp | 47.61%-18.7pp | 148.84%-119.9pp |
| Employer contribution / active EE | $2,355 | $3,131-24.8% | $2,920-19.4% | $4,248-44.6% |
| Participant deferral / active EE | $2,681 | $4,970-46.0% | $4,579-41.4% | $6,531-58.9% |
| Admin fee / account holder | $1,080 | $8,407-87.2% | $7,858-86.3% | $14,480-92.5% |