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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 | $168,847 | $51,638+227.0% | $68,368+147.0% | $82,448+104.8% |
| Participation rate | 44.0% | 63.6%-19.6pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 14.83% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,709 | $2,047-16.5% | $2,649-35.5% | $2,551-33.0% |
| Participant deferral / active EE | $4,508 | $2,914+54.7% | $4,123+9.4% | $4,139+8.9% |
| Admin fee / account holder | $6,202 | $4,643+33.6% | $5,150+20.4% | $7,234-14.3% |