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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 | $175,197 | $63,354+176.5% | $94,105+86.2% | $82,637+112.0% |
| Participation rate | 58.3% | 63.8%-5.5pp | 71.9%-13.6pp | 68.1%-9.7pp |
| Annual return | 15.49% | 34.36%-18.9pp | 204.55%-189.1pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,722 | $1,760-2.1% | $2,504-31.2% | $2,552-32.5% |
| Participant deferral / active EE | $3,883 | $2,873+35.1% | $3,881+0.1% | $4,126-5.9% |
| Admin fee / account holder | $29,480 | $5,073+481.1% | $6,199+375.5% | $7,339+301.7% |