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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 | $93,345+94.8% | $119,126+52.7% | $87,485+107.9% |
| Participation rate | 46.8% | 68.7%-21.9pp | 75.8%-29.0pp | 68.9%-22.1pp |
| Annual return | 13.17% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,485 | $3,172-21.6% | $4,034-38.4% | $2,596-4.3% |
| Participant deferral / active EE | $4,423 | $4,099+7.9% | $5,318-16.8% | $4,274+3.5% |
| Admin fee / account holder | $4,756 | $8,039-40.8% | $10,693-55.5% | $7,775-38.8% |