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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 | $142,676 | $96,731+47.5% | $123,973+15.1% | $86,983+64.0% |
| Participation rate | 51.4% | 70.0%-18.7pp | 76.7%-25.3pp | 69.5%-18.2pp |
| Annual return | 17.43% | 17.33%+0.1pp | 388.13%-370.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $1,948 | $3,297-40.9% | $4,126-52.8% | $2,584-24.6% |
| Participant deferral / active EE | $3,333 | $4,152-19.7% | $5,247-36.5% | $4,194-20.5% |
| Admin fee / account holder | $1,230 | $8,722-85.9% | $11,799-89.6% | $7,856-84.3% |