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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 | $177,481 | $89,367+98.6% | $141,191+25.7% | $72,975+143.2% |
| Participation rate | 69.8% | 75.1%-5.3pp | 82.5%-12.7pp | 69.5%+0.3pp |
| Annual return | 20.65% | 111.87%-91.2pp | 71.41%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $3,113 | $3,115-0.1% | $4,736-34.3% | $2,440+27.6% |
| Participant deferral / active EE | $6,524 | $5,419+20.4% | $6,710-2.8% | $3,608+80.8% |
| Admin fee / account holder | $4,834 | $5,957-18.8% | $10,264-52.9% | $5,124-5.7% |