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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 | $73,107+134.6% | $114,563+49.7% | $87,485+96.1% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.9%-24.2pp | 68.9%-20.2pp |
| Annual return | 18.30% | 19.47%-1.2pp | 241.09%-222.8pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,744 | $1,881-7.3% | $2,592-32.7% | $2,596-32.8% |
| Participant deferral / active EE | $4,148 | $3,144+32.0% | $4,142+0.1% | $4,274-2.9% |
| Admin fee / account holder | $8,320 | $5,770+44.2% | $7,623+9.1% | $7,775+7.0% |