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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 | $168,078 | $111,535+50.7% | $105,223+59.7% | $137,256+22.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 16.14% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,608 | $3,939-33.8% | $3,689-29.3% | $4,156-37.2% |
| Participant deferral / active EE | $5,199 | $5,500-5.5% | $5,072+2.5% | $6,407-18.8% |
| Admin fee / account holder | $620 | $9,721-93.6% | $8,859-93.0% | $12,270-95.0% |