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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 | $160,922 | $91,559+75.8% | $133,971+20.1% | $79,852+101.5% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 14.66% | 61.85%-47.2pp | 45.09%-30.4pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,283 | $2,384-46.2% | $3,919-67.3% | $2,471-48.1% |
| Participant deferral / active EE | $6,938 | $3,734+85.8% | $5,047+37.5% | $3,740+85.5% |
| Admin fee / account holder | $4,869 | $6,321-23.0% | $8,929-45.5% | $5,306-8.2% |