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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 | $185,579 | $51,638+259.4% | $68,368+171.4% | $82,448+125.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 15.35% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,882 | $2,047-8.0% | $2,649-28.9% | $2,551-26.2% |
| Participant deferral / active EE | $3,488 | $2,914+19.7% | $4,123-15.4% | $4,139-15.7% |
| Admin fee / account holder | $3,081 | $4,643-33.6% | $5,150-40.2% | $7,234-57.4% |