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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 | $173,345 | $162,821+6.5% | $133,978+29.4% | $158,982+9.0% |
| Participation rate | 47.6% | 83.2%-35.6pp | 79.8%-32.2pp | 82.0%-34.3pp |
| Annual return | 14.78% | 41.95%-27.2pp | 45.10%-30.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,625 | $4,976-67.3% | $3,919-58.5% | $4,763-65.9% |
| Participant deferral / active EE | $4,551 | $5,910-23.0% | $5,047-9.8% | $5,983-23.9% |
| Admin fee / account holder | $6,400 | $11,742-45.5% | $8,930-28.3% | $11,252-43.1% |