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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 | $185,485 | $114,013+62.7% | $103,693+78.9% | $155,188+19.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 15.37% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,731 | $3,131+19.2% | $2,920+27.8% | $4,248-12.2% |
| Participant deferral / active EE | $4,648 | $4,970-6.5% | $4,579+1.5% | $6,531-28.8% |
| Admin fee / account holder | $813 | $8,407-90.3% | $7,858-89.7% | $14,480-94.4% |