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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 | $181,671 | $111,535+62.9% | $105,223+72.7% | $137,256+32.4% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 12.58% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,475 | $3,939-37.2% | $3,689-32.9% | $4,156-40.4% |
| Participant deferral / active EE | $4,600 | $5,500-16.4% | $5,072-9.3% | $6,407-28.2% |
| Admin fee / account holder | $2,188 | $9,721-77.5% | $8,859-75.3% | $12,270-82.2% |