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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 | $114,119+51.7% | $107,187+61.5% | $138,895+24.6% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 79.9%-26.1pp |
| Annual return | 17.19% | 273.21%-256.0pp | 204.55%-187.4pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,500 | $4,059-38.4% | $3,782-33.9% | $4,194-40.4% |
| Participant deferral / active EE | $2,671 | $5,538-51.8% | $5,096-47.6% | $6,396-58.2% |
| Admin fee / account holder | $1,031 | $10,024-89.7% | $9,162-88.7% | $12,562-91.8% |