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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 | $184,808 | $114,119+61.9% | $107,187+72.4% | $138,895+33.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 15.65% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,758 | $4,059+17.2% | $3,782+25.8% | $4,194+13.4% |
| Participant deferral / active EE | $8,478 | $5,538+53.1% | $5,096+66.4% | $6,396+32.5% |
| Admin fee / account holder | $2,891 | $10,024-71.2% | $9,162-68.5% | $12,562-77.0% |