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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 | $184,089 | $81,208+126.7% | $98,916+86.1% | $79,858+130.5% |
| Participation rate | 62.1% | 72.5%-10.4pp | 76.0%-14.0pp | 69.6%-7.6pp |
| Annual return | 19.34% | 60.99%-41.7pp | 196.45%-177.1pp | 31.72%-12.4pp |
| Employer contribution / active EE | $1,479 | $1,960-24.5% | $2,689-45.0% | $2,471-40.2% |
| Participant deferral / active EE | $3,578 | $3,265+9.6% | $4,245-15.7% | $3,740-4.3% |
| Admin fee / account holder | $6,283 | $6,013+4.5% | $6,642-5.4% | $5,306+18.4% |