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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 | $165,959 | $110,801+49.8% | $86,615+91.6% | $167,536-0.9% |
| Participation rate | 69.2% | 75.8%-6.5pp | 71.6%-2.4pp | 82.1%-12.9pp |
| Annual return | 21.56% | 116.96%-95.4pp | 63.51%-42.0pp | 478.82%-457.3pp |
| Employer contribution / active EE | $2,268 | $3,245-30.1% | $2,496-9.1% | $4,839-53.1% |
| Participant deferral / active EE | $5,205 | $4,547+14.5% | $3,699+40.7% | $6,342-17.9% |
| Admin fee / account holder | $775 | $8,417-90.8% | $5,830-86.7% | $12,315-93.7% |