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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 | $182,232 | $97,125+87.6% | $86,233+111.3% | $137,256+32.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 14.20% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,967 | $2,841-30.8% | $2,504-21.5% | $4,156-52.7% |
| Participant deferral / active EE | $3,319 | $5,180-35.9% | $4,559-27.2% | $6,407-48.2% |
| Admin fee / account holder | $616 | $9,725-93.7% | $8,342-92.6% | $12,270-95.0% |