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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 | $187,670 | $69,118+171.5% | $53,647+249.8% | $138,895+35.1% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 14.46% | 248.26%-233.8pp | 358.33%-343.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,489 | $1,189+25.2% | $962+54.8% | $4,194-64.5% |
| Participant deferral / active EE | $4,360 | $2,274+91.7% | $1,813+140.4% | $6,396-31.8% |
| Admin fee / account holder | $16,084 | $2,724+490.5% | $2,460+553.8% | $12,562+28.0% |