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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 | $172,269 | $102,938+67.4% | $94,105+83.1% | $138,895+24.0% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 12.69% | 250.28%-237.6pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,188 | $2,732-19.9% | $2,504-12.6% | $4,194-47.8% |
| Participant deferral / active EE | $5,445 | $4,196+29.8% | $3,881+40.3% | $6,396-14.9% |
| Admin fee / account holder | $1,673 | $6,600-74.6% | $6,199-73.0% | $12,562-86.7% |