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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 | $177,303 | $99,053+79.0% | $88,179+101.1% | $138,895+27.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 21.80% | 78.17%-56.4pp | 64.97%-43.2pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,328 | $2,882+15.5% | $2,549+30.5% | $4,194-20.7% |
| Participant deferral / active EE | $8,679 | $5,225+66.1% | $4,614+88.1% | $6,396+35.7% |
| Admin fee / account holder | $566 | $8,748-93.5% | $7,673-92.6% | $12,562-95.5% |