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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 | $156,761 | $117,895+33.0% | $102,460+53.0% | $145,897+7.4% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 25.67% | 31.92%-6.3pp | 29.47%-3.8pp | 552.29%-526.6pp |
| Employer contribution / active EE | $2,068 | $3,619-42.9% | $3,025-31.6% | $4,663-55.6% |
| Participant deferral / active EE | $5,436 | $5,736-5.2% | $5,056+7.5% | $6,689-18.7% |
| Admin fee / account holder | $1,245 | $13,353-90.7% | $9,460-86.8% | $13,390-90.7% |