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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 | $183,055 | $78,690+132.6% | $161,489+13.4% | $87,485+109.2% |
| Participation rate | 41.2% | 67.5%-26.3pp | 78.7%-37.5pp | 68.9%-27.8pp |
| Annual return | 15.52% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,581 | $2,588-0.3% | $4,268-39.5% | $2,596-0.6% |
| Participant deferral / active EE | $6,038 | $3,311+82.4% | $5,630+7.2% | $4,274+41.3% |
| Admin fee / account holder | $18,544 | $6,724+175.8% | $16,006+15.9% | $7,775+138.5% |