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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 | $156,173 | $115,810+34.9% | $101,271+54.2% | $158,966-1.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 8.14% | 56.15%-48.0pp | 46.48%-38.3pp | 302.95%-294.8pp |
| Employer contribution / active EE | $1,667 | $4,175-60.1% | $3,660-54.5% | $4,762-65.0% |
| Participant deferral / active EE | $6,262 | $4,958+26.3% | $4,371+43.3% | $5,983+4.7% |
| Admin fee / account holder | $1,785 | $7,248-75.4% | $5,948-70.0% | $11,250-84.1% |