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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 | $164,984 | $111,785+47.6% | $93,669+76.1% | $145,877+13.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.24% | 203.79%-195.5pp | 133.59%-125.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $3,890 | $3,096+25.6% | $2,424+60.5% | $4,663-16.6% |
| Participant deferral / active EE | $2,056 | $4,919-58.2% | $4,416-53.4% | $6,691-69.3% |
| Admin fee / account holder | $1,576 | $10,256-84.6% | $8,291-81.0% | $13,402-88.2% |