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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 | $174,690 | $69,118+152.7% | $53,647+225.6% | $138,895+25.8% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 16.80% | 248.26%-231.5pp | 358.33%-341.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,534 | $1,189+28.9% | $962+59.4% | $4,194-63.4% |
| Participant deferral / active EE | $5,508 | $2,274+142.2% | $1,813+203.7% | $6,396-13.9% |
| Admin fee / account holder | $1,018 | $2,724-62.6% | $2,460-58.6% | $12,562-91.9% |