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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 | $149,122 | $70,684+111.0% | $169,397-12.0% | $75,177+98.4% |
| Participation rate | 46.5% | 64.8%-18.3pp | 77.2%-30.7pp | 67.2%-20.7pp |
| Annual return | 21.07% | 36.38%-15.3pp | 406.23%-385.2pp | 160.75%-139.7pp |
| Employer contribution / active EE | $2,001 | $2,211-9.5% | $4,013-50.1% | $2,671-25.1% |
| Participant deferral / active EE | $4,088 | $4,310-5.2% | $6,223-34.3% | $4,126-0.9% |
| Admin fee / account holder | $3,648 | $5,404-32.5% | $9,017-59.5% | $5,651-35.4% |