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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 | $184,020 | $111,535+65.0% | $105,223+74.9% | $137,256+34.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.24% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,398 | $3,939-13.7% | $3,689-7.9% | $4,156-18.2% |
| Participant deferral / active EE | $4,205 | $5,500-23.5% | $5,072-17.1% | $6,407-34.4% |
| Admin fee / account holder | $10,027 | $9,721+3.1% | $8,859+13.2% | $12,270-18.3% |