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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 | $164,688 | $97,125+69.6% | $86,233+91.0% | $137,256+20.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 15.84% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,464 | $2,841-13.3% | $2,504-1.6% | $4,156-40.7% |
| Participant deferral / active EE | $5,033 | $5,180-2.8% | $4,559+10.4% | $6,407-21.4% |
| Admin fee / account holder | $1,693 | $9,725-82.6% | $8,342-79.7% | $12,270-86.2% |