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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 | $181,860 | $88,672+105.1% | $105,223+72.8% | $82,448+120.6% |
| Participation rate | 46.8% | 67.9%-21.1pp | 75.0%-28.2pp | 68.1%-21.3pp |
| Annual return | 13.17% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,485 | $3,048-18.5% | $3,689-32.6% | $2,551-2.6% |
| Participant deferral / active EE | $4,423 | $4,036+9.6% | $5,072-12.8% | $4,139+6.8% |
| Admin fee / account holder | $4,756 | $7,146-33.4% | $8,859-46.3% | $7,234-34.3% |