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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 | $183,606 | $111,535+64.6% | $105,223+74.5% | $137,256+33.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 27.40% | 237.85%-210.5pp | 180.65%-153.3pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,270 | $3,939-42.4% | $3,689-38.5% | $4,156-45.4% |
| Participant deferral / active EE | $7,180 | $5,500+30.5% | $5,072+41.6% | $6,407+12.1% |
| Admin fee / account holder | $24,894 | $9,721+156.1% | $8,859+181.0% | $12,270+102.9% |