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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 | $183,524 | $87,733+109.2% | $106,551+72.2% | $85,856+113.8% |
| Participation rate | 31.3% | 71.9%-40.7pp | 76.1%-44.9pp | 69.3%-38.1pp |
| Annual return | 37.29% | 21.86%+15.4pp | 26.80%+10.5pp | 318.58%-281.3pp |
| Employer contribution / active EE | $1,644 | $2,073-20.7% | $2,819-41.7% | $2,565-35.9% |
| Participant deferral / active EE | $3,788 | $3,469+9.2% | $4,398-13.9% | $3,952-4.2% |
| Admin fee / account holder | $618 | $6,767-90.9% | $7,408-91.7% | $6,261-90.1% |