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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 | $181,876 | $106,247+71.2% | $96,515+88.4% | $139,466+30.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 12.25% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,004 | $4,106-51.2% | $3,740-46.4% | $4,754-57.8% |
| Participant deferral / active EE | $9,249 | $5,456+69.5% | $4,880+89.5% | $6,712+37.8% |
| Admin fee / account holder | $1,621 | $7,885-79.4% | $6,735-75.9% | $11,409-85.8% |