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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 | $180,818 | $52,353+245.4% | $120,225+50.4% | $82,448+119.3% |
| Participation rate | 55.2% | 58.3%-3.1pp | 69.6%-14.4pp | 68.1%-12.9pp |
| Annual return | 19.39% | 61.85%-42.5pp | 439.23%-419.8pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,627 | $1,510+7.7% | $3,475-53.2% | $2,551-36.2% |
| Participant deferral / active EE | $3,976 | $2,627+51.4% | $3,999-0.6% | $4,139-3.9% |
| Admin fee / account holder | $2,064 | $4,363-52.7% | $5,696-63.8% | $7,234-71.5% |