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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 | $146,611 | $53,063+176.3% | $124,206+18.0% | $82,637+77.4% |
| Participation rate | 58.8% | 58.4%+0.4pp | 69.6%-10.8pp | 68.1%-9.2pp |
| Annual return | 17.68% | 68.87%-51.2pp | 515.27%-497.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $4,493 | $1,530+193.6% | $3,540+26.9% | $2,552+76.1% |
| Participant deferral / active EE | $7,794 | $2,644+194.8% | $3,968+96.4% | $4,126+88.9% |
| Admin fee / account holder | $1,387 | $4,281-67.6% | $5,929-76.6% | $7,339-81.1% |