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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 | $184,477 | $71,215+159.0% | $93,696+96.9% | $80,935+127.9% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 18.14% | 11.27%+6.9pp | 133.74%-115.6pp | 35.66%-17.5pp |
| Employer contribution / active EE | $1,575 | $1,565+0.6% | $2,422-35.0% | $2,757-42.9% |
| Participant deferral / active EE | $4,870 | $4,037+20.6% | $4,417+10.3% | $4,299+13.3% |
| Admin fee / account holder | $9,688 | $6,958+39.2% | $8,287+16.9% | $6,924+39.9% |