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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 | $175,957 | $81,208+116.7% | $98,920+77.9% | $79,852+120.4% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 10.78% | 60.99%-50.2pp | 196.47%-185.7pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,489 | $1,960-24.0% | $2,689-44.6% | $2,471-39.7% |
| Participant deferral / active EE | $5,199 | $3,265+59.2% | $4,245+22.5% | $3,740+39.0% |
| Admin fee / account holder | $2,121 | $6,013-64.7% | $6,643-68.1% | $5,306-60.0% |