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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 | $180,695 | $111,535+62.0% | $105,223+71.7% | $137,256+31.6% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 15.30% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,283 | $3,939-67.4% | $3,689-65.2% | $4,156-69.1% |
| Participant deferral / active EE | $5,002 | $5,500-9.1% | $5,072-1.4% | $6,407-21.9% |
| Admin fee / account holder | $3,488 | $9,721-64.1% | $8,859-60.6% | $12,270-71.6% |