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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 | $171,786 | $114,119+50.5% | $107,187+60.3% | $138,895+23.7% |
| Participation rate | 52.6% | 78.1%-25.4pp | 75.0%-22.4pp | 79.9%-27.3pp |
| Annual return | 11.41% | 273.21%-261.8pp | 204.55%-193.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,322 | $4,059-42.8% | $3,782-38.6% | $4,194-44.6% |
| Participant deferral / active EE | $4,222 | $5,538-23.8% | $5,096-17.1% | $6,396-34.0% |
| Admin fee / account holder | $3,215 | $10,024-67.9% | $9,162-64.9% | $12,562-74.4% |