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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 | $176,079 | $51,638+241.0% | $68,368+157.5% | $82,448+113.6% |
| Participation rate | 46.2% | 63.6%-17.5pp | 73.8%-27.6pp | 68.1%-21.9pp |
| Annual return | 17.87% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,640 | $2,047-19.9% | $2,649-38.1% | $2,551-35.7% |
| Participant deferral / active EE | $3,550 | $2,914+21.9% | $4,123-13.9% | $4,139-14.2% |
| Admin fee / account holder | $45,873 | $4,643+887.9% | $5,150+790.8% | $7,234+534.1% |