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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 | $162,932 | $98,766+65.0% | $149,730+8.8% | $79,852+104.0% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.6%-21.6pp |
| Annual return | 19.60% | 27.43%-7.8pp | 276.70%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $2,679 | $3,217-16.7% | $4,645-42.3% | $2,471+8.4% |
| Participant deferral / active EE | $6,148 | $5,681+8.2% | $6,843-10.2% | $3,740+64.4% |
| Admin fee / account holder | $2,597 | $6,052-57.1% | $9,310-72.1% | $5,306-51.1% |