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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 | $186,206 | $52,279+256.2% | $89,435+108.2% | $79,856+133.2% |
| Participation rate | 65.5% | 57.5%+8.0pp | 68.0%-2.5pp | 69.6%-4.1pp |
| Annual return | 19.28% | 22.16%-2.9pp | 245.55%-226.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,602 | $1,572+1.9% | $2,587-38.1% | $2,471-35.2% |
| Participant deferral / active EE | $3,798 | $2,740+38.6% | $3,890-2.4% | $3,741+1.5% |
| Admin fee / account holder | $3,401 | $3,356+1.3% | $4,884-30.4% | $5,306-35.9% |