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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 | $189,751 | $49,891+280.3% | $80,607+135.4% | $75,181+152.4% |
| Participation rate | 63.0% | 55.3%+7.6pp | 67.0%-4.0pp | 67.2%-4.2pp |
| Annual return | 18.47% | 34.67%-16.2pp | 936.11%-917.6pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,768 | $1,698+4.1% | $2,724-35.1% | $2,671-33.8% |
| Participant deferral / active EE | $5,519 | $2,991+84.5% | $4,448+24.1% | $4,126+33.8% |
| Admin fee / account holder | $3,821 | $3,578+6.8% | $5,379-29.0% | $5,650-32.4% |