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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 | $76,407+139.6% | $150,298+21.8% | $82,448+122.0% |
| Participation rate | 41.2% | 66.4%-25.2pp | 77.8%-36.6pp | 68.1%-26.9pp |
| Annual return | 15.52% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,581 | $2,614-1.3% | $4,154-37.9% | $2,551+1.2% |
| Participant deferral / active EE | $6,038 | $3,214+87.8% | $5,453+10.7% | $4,139+45.9% |
| Admin fee / account holder | $18,544 | $6,352+191.9% | $14,116+31.4% | $7,234+156.3% |