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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 | $172,269 | $101,618+69.5% | $93,063+85.1% | $137,256+25.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 12.69% | 223.95%-211.3pp | 34.15%-21.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,188 | $2,707-19.2% | $2,476-11.6% | $4,156-47.4% |
| Participant deferral / active EE | $5,445 | $4,279+27.3% | $3,958+37.6% | $6,407-15.0% |
| Admin fee / account holder | $1,673 | $6,198-73.0% | $6,033-72.3% | $12,270-86.4% |