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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 | $53,063+240.8% | $124,206+45.6% | $82,637+118.8% |
| Participation rate | 55.2% | 58.4%-3.2pp | 69.6%-14.4pp | 68.1%-12.9pp |
| Annual return | 19.39% | 68.87%-49.5pp | 515.27%-495.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,627 | $1,530+6.3% | $3,540-54.0% | $2,552-36.2% |
| Participant deferral / active EE | $3,976 | $2,644+50.4% | $3,968+0.2% | $4,126-3.6% |
| Admin fee / account holder | $2,064 | $4,281-51.8% | $5,929-65.2% | $7,339-71.9% |