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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 | $180,430 | $102,938+75.3% | $94,105+91.7% | $138,895+29.9% |
| Participation rate | 58.3% | 74.6%-16.3pp | 71.9%-13.6pp | 79.9%-21.6pp |
| Annual return | 12.84% | 250.28%-237.4pp | 204.55%-191.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,447 | $2,732-47.1% | $2,504-42.2% | $4,194-65.5% |
| Participant deferral / active EE | $2,830 | $4,196-32.6% | $3,881-27.1% | $6,396-55.8% |
| Admin fee / account holder | $1,234 | $6,600-81.3% | $6,199-80.1% | $12,562-90.2% |