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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 | $176,838 | $88,672+99.4% | $105,223+68.1% | $82,448+114.5% |
| Participation rate | 51.0% | 67.9%-16.9pp | 75.0%-24.1pp | 68.1%-17.1pp |
| Annual return | 27.91% | 30.86%-2.9pp | 180.65%-152.7pp | 41.64%-13.7pp |
| Employer contribution / active EE | $2,256 | $3,048-26.0% | $3,689-38.8% | $2,551-11.6% |
| Participant deferral / active EE | $5,457 | $4,036+35.2% | $5,072+7.6% | $4,139+31.8% |
| Admin fee / account holder | $2,075 | $7,146-71.0% | $8,859-76.6% | $7,234-71.3% |