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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 | $108,882+51.3% | $96,754+70.2% | $154,746+6.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 15.84% | 98.39%-82.5pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,464 | $3,018-18.4% | $2,679-8.0% | $4,379-43.7% |
| Participant deferral / active EE | $5,033 | $5,323-5.4% | $4,758+5.8% | $6,730-25.2% |
| Admin fee / account holder | $1,693 | $10,200-83.4% | $8,905-81.0% | $14,365-88.2% |