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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 | $182,325 | $114,119+59.8% | $107,187+70.1% | $138,895+31.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 13.48% | 273.21%-259.7pp | 204.55%-191.1pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,322 | $4,059-42.8% | $3,782-38.6% | $4,194-44.7% |
| Participant deferral / active EE | $2,901 | $5,538-47.6% | $5,096-43.1% | $6,396-54.6% |
| Admin fee / account holder | $34,267 | $10,024+241.9% | $9,162+274.0% | $12,562+172.8% |