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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 | $153,698 | $93,345+64.7% | $119,126+29.0% | $87,485+75.7% |
| Participation rate | 51.7% | 68.7%-17.0pp | 75.8%-24.0pp | 68.9%-17.2pp |
| Annual return | 18.82% | 19.08%-0.3pp | 282.11%-263.3pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,601 | $3,172-18.0% | $4,034-35.5% | $2,596+0.2% |
| Participant deferral / active EE | $5,661 | $4,099+38.1% | $5,318+6.5% | $4,274+32.5% |
| Admin fee / account holder | $1,174 | $8,039-85.4% | $10,693-89.0% | $7,775-84.9% |