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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 | $161,568 | $88,672+82.2% | $105,223+53.5% | $82,448+96.0% |
| Participation rate | 56.7% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.4pp |
| Annual return | 18.32% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,419 | $3,048-20.6% | $3,689-34.4% | $2,551-5.2% |
| Participant deferral / active EE | $3,322 | $4,036-17.7% | $5,072-34.5% | $4,139-19.8% |
| Admin fee / account holder | $9,386 | $7,146+31.4% | $8,859+6.0% | $7,234+29.7% |