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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 | $177,775 | $132,634+34.0% | $115,768+53.6% | $137,256+29.5% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.4%-19.8pp | 80.0%-25.4pp |
| Annual return | 12.50% | 160.70%-148.2pp | 100.46%-88.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,048 | $3,360-68.8% | $2,940-64.4% | $4,156-74.8% |
| Participant deferral / active EE | $2,245 | $5,619-60.1% | $4,917-54.3% | $6,407-65.0% |
| Admin fee / account holder | $9,843 | $15,028-34.5% | $12,439-20.9% | $12,270-19.8% |