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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 | $170,747 | $85,766+99.1% | $136,298+25.3% | $70,126+143.5% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 18.98% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,194 | $2,966-59.8% | $4,696-74.6% | $2,343-49.0% |
| Participant deferral / active EE | $7,145 | $5,051+41.4% | $6,247+14.4% | $3,332+114.4% |
| Admin fee / account holder | $3,403 | $5,421-37.2% | $9,244-63.2% | $4,645-26.7% |