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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 | $49,976+237.9% | $66,674+153.2% | $82,637+104.3% |
| Participation rate | 44.0% | 63.1%-19.1pp | 73.7%-29.7pp | 68.1%-24.1pp |
| Annual return | 14.83% | 39.09%-24.3pp | 321.24%-306.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,709 | $1,988-14.0% | $2,620-34.8% | $2,552-33.0% |
| Participant deferral / active EE | $4,508 | $2,847+58.4% | $4,084+10.4% | $4,126+9.3% |
| Admin fee / account holder | $6,202 | $4,594+35.0% | $5,098+21.6% | $7,339-15.5% |