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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 | $49,976+271.3% | $66,674+178.3% | $82,637+124.6% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 15.35% | 39.09%-23.7pp | 321.24%-305.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,882 | $1,988-5.3% | $2,620-28.2% | $2,552-26.2% |
| Participant deferral / active EE | $3,488 | $2,847+22.5% | $4,084-14.6% | $4,126-15.5% |
| Admin fee / account holder | $3,081 | $4,594-32.9% | $5,098-39.6% | $7,339-58.0% |