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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 | $114,119+59.2% | $107,187+69.5% | $138,895+30.8% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 12.58% | 273.21%-260.6pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,475 | $4,059-39.0% | $3,782-34.6% | $4,194-41.0% |
| Participant deferral / active EE | $4,600 | $5,538-16.9% | $5,096-9.7% | $6,396-28.1% |
| Admin fee / account holder | $2,188 | $10,024-78.2% | $9,162-76.1% | $12,562-82.6% |