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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 | $185,124 | $111,535+66.0% | $105,223+75.9% | $137,256+34.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 16.23% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,571 | $3,939-9.3% | $3,689-3.2% | $4,156-14.1% |
| Participant deferral / active EE | $8,200 | $5,500+49.1% | $5,072+61.7% | $6,407+28.0% |
| Admin fee / account holder | $3,280 | $9,721-66.3% | $8,859-63.0% | $12,270-73.3% |