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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 | $183,494 | $76,407+140.2% | $150,298+22.1% | $82,448+122.6% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 114.85% | 39.99%+74.9pp | 62.79%+52.1pp | 41.64%+73.2pp |
| Employer contribution / active EE | $1,525 | $2,614-41.7% | $4,154-63.3% | $2,551-40.2% |
| Participant deferral / active EE | $3,376 | $3,214+5.0% | $5,453-38.1% | $4,139-18.4% |
| Admin fee / account holder | $10,868 | $6,352+71.1% | $14,116-23.0% | $7,234+50.2% |