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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 | $175,517 | $111,535+57.4% | $105,223+66.8% | $137,256+27.9% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 11.93% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,096 | $3,939-72.2% | $3,689-70.3% | $4,156-73.6% |
| Participant deferral / active EE | $3,359 | $5,500-38.9% | $5,072-33.8% | $6,407-47.6% |
| Admin fee / account holder | $9,833 | $9,721+1.2% | $8,859+11.0% | $12,270-19.9% |