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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 | $177,564 | $91,198+94.7% | $178,503-0.5% | $79,856+122.4% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 22.61% | 24.20%-1.6pp | 151.12%-128.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,130 | $3,257-3.9% | $5,011-37.5% | $2,471+26.7% |
| Participant deferral / active EE | $5,366 | $3,237+65.8% | $5,202+3.2% | $3,741+43.5% |
| Admin fee / account holder | $9,070 | $6,748+34.4% | $13,987-35.2% | $5,306+70.9% |