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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 | $181,689 | $93,345+94.6% | $119,126+52.5% | $87,485+107.7% |
| Participation rate | 47.6% | 68.7%-21.1pp | 75.8%-28.1pp | 68.9%-21.3pp |
| Annual return | 18.60% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,485 | $3,172-53.2% | $4,034-63.2% | $2,596-42.8% |
| Participant deferral / active EE | $3,278 | $4,099-20.0% | $5,318-38.4% | $4,274-23.3% |
| Admin fee / account holder | $1,204 | $8,039-85.0% | $10,693-88.7% | $7,775-84.5% |