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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 | $155,005 | $87,132+77.9% | $105,624+46.8% | $80,959+91.5% |
| Participation rate | 51.2% | 70.4%-19.3pp | 75.3%-24.1pp | 67.7%-16.5pp |
| Annual return | 14.58% | 17.03%-2.5pp | 116.20%-101.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,197 | $2,397-8.3% | $3,168-30.6% | $2,757-20.3% |
| Participant deferral / active EE | $5,622 | $3,985+41.1% | $5,013+12.2% | $4,300+30.7% |
| Admin fee / account holder | $16,436 | $8,449+94.5% | $10,961+49.9% | $6,925+137.3% |