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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 | $192,680 | $60,442+218.8% | $96,754+99.1% | $87,485+120.2% |
| Participation rate | 57.7% | 58.7%-1.0pp | 70.3%-12.6pp | 68.9%-11.2pp |
| Annual return | 17.95% | 21.97%-4.0pp | 82.04%-64.1pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,473 | $1,691-12.9% | $2,679-45.0% | $2,596-43.3% |
| Participant deferral / active EE | $3,836 | $3,280+17.0% | $4,758-19.4% | $4,274-10.2% |
| Admin fee / account holder | $7,675 | $5,069+51.4% | $8,905-13.8% | $7,775-1.3% |