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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 | $146,964 | $81,504+80.3% | $102,437+43.5% | $80,959+81.5% |
| Participation rate | 47.1% | 66.9%-19.8pp | 74.5%-27.4pp | 67.7%-20.6pp |
| Annual return | 56.70% | 25.60%+31.1pp | 24.95%+31.7pp | 35.67%+21.0pp |
| Employer contribution / active EE | $2,572 | $3,104-17.1% | $3,871-33.6% | $2,757-6.7% |
| Participant deferral / active EE | $6,645 | $3,871+71.7% | $5,060+31.3% | $4,300+54.5% |
| Admin fee / account holder | $1,735 | $6,719-74.2% | $8,388-79.3% | $6,925-74.9% |