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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 | $177,123 | $117,895+50.2% | $102,460+72.9% | $145,897+21.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 17.37% | 31.92%-14.6pp | 29.47%-12.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,903 | $3,619+7.8% | $3,025+29.0% | $4,663-16.3% |
| Participant deferral / active EE | $15,000 | $5,736+161.5% | $5,056+196.7% | $6,689+124.2% |
| Admin fee / account holder | $540 | $13,353-96.0% | $9,460-94.3% | $13,390-96.0% |