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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 | $177,141 | $117,904+50.2% | $102,457+72.9% | $145,978+21.3% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 18.07% | 31.80%-13.7pp | 29.41%-11.3pp | 550.52%-532.4pp |
| Employer contribution / active EE | $1,972 | $3,613-45.4% | $3,022-34.7% | $4,662-57.7% |
| Participant deferral / active EE | $3,637 | $5,733-36.6% | $5,054-28.0% | $6,690-45.6% |
| Admin fee / account holder | $1,296 | $13,329-90.3% | $9,451-86.3% | $13,400-90.3% |