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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 | $173,116 | $111,535+55.2% | $105,223+64.5% | $137,256+26.1% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 17.19% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,500 | $3,939-36.5% | $3,689-32.2% | $4,156-39.9% |
| Participant deferral / active EE | $2,671 | $5,500-51.4% | $5,072-47.3% | $6,407-58.3% |
| Admin fee / account holder | $1,031 | $9,721-89.4% | $8,859-88.4% | $12,270-91.6% |