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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 | $156,166 | $98,776+58.1% | $149,745+4.3% | $79,856+95.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 20.65% | 27.38%-6.7pp | 276.72%-256.1pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,473 | $3,217-23.1% | $4,646-46.8% | $2,471+0.1% |
| Participant deferral / active EE | $7,334 | $5,681+29.1% | $6,843+7.2% | $3,741+96.1% |
| Admin fee / account holder | $4,758 | $6,053-21.4% | $9,312-48.9% | $5,306-10.3% |