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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 | $167,438 | $108,922+53.7% | $100,398+66.8% | $145,978+14.7% |
| Participation rate | 54.5% | 83.0%-28.4pp | 81.5%-27.0pp | 80.3%-25.7pp |
| Annual return | 14.05% | 58.04%-44.0pp | 49.32%-35.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,970 | $4,426-32.9% | $3,946-24.7% | $4,662-36.3% |
| Participant deferral / active EE | $6,490 | $8,450-23.2% | $8,084-19.7% | $6,690-3.0% |
| Admin fee / account holder | $4,401 | $9,680-54.5% | $7,893-44.2% | $13,400-67.2% |