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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 | $197,428 | $88,672+122.6% | $105,223+87.6% | $82,448+139.5% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 14.60% | 30.86%-16.3pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,488 | $3,048-18.4% | $3,689-32.5% | $2,551-2.5% |
| Participant deferral / active EE | $4,233 | $4,036+4.9% | $5,072-16.5% | $4,139+2.3% |
| Admin fee / account holder | $1,238 | $7,146-82.7% | $8,859-86.0% | $7,234-82.9% |