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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 | $171,514 | $75,807+126.3% | $116,096+47.7% | $86,983+97.2% |
| Participation rate | 48.7% | 66.9%-18.2pp | 73.3%-24.6pp | 69.5%-20.8pp |
| Annual return | 18.30% | 18.57%-0.3pp | 326.25%-307.9pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,744 | $1,892-7.8% | $2,503-30.3% | $2,584-32.5% |
| Participant deferral / active EE | $4,148 | $3,212+29.2% | $3,952+5.0% | $4,194-1.1% |
| Admin fee / account holder | $8,320 | $6,659+25.0% | $7,704+8.0% | $7,856+5.9% |