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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 | $173,146 | $142,354+21.6% | $125,529+37.9% | $155,188+11.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 15.61% | 306.06%-290.4pp | 202.56%-186.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,102 | $3,501-40.0% | $3,058-31.2% | $4,248-50.5% |
| Participant deferral / active EE | $7,515 | $5,491+36.9% | $4,813+56.2% | $6,531+15.1% |
| Admin fee / account holder | $1,885 | $19,392-90.3% | $16,298-88.4% | $14,480-87.0% |