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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 | $172,421 | $63,346+172.2% | $92,240+86.9% | $70,126+145.9% |
| Participation rate | 67.5% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.0pp |
| Annual return | 20.47% | 530.19%-509.7pp | 176.29%-155.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,679 | $2,471-32.1% | $3,680-54.4% | $2,343-28.3% |
| Participant deferral / active EE | $4,726 | $2,854+65.6% | $3,897+21.3% | $3,332+41.9% |
| Admin fee / account holder | $1,027 | $3,841-73.3% | $5,194-80.2% | $4,645-77.9% |