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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 | $171,950 | $95,664+79.7% | $76,902+123.6% | $139,487+23.3% |
| Participation rate | 69.2% | 74.0%-4.8pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 16.83% | 55.03%-38.2pp | 37.91%-21.1pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,077 | $3,147-2.2% | $2,534+21.4% | $4,755-35.3% |
| Participant deferral / active EE | $6,087 | $4,626+31.6% | $3,833+58.8% | $6,713-9.3% |
| Admin fee / account holder | $605 | $8,311-92.7% | $5,479-88.9% | $11,407-94.7% |