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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 | $158,220 | $97,125+62.9% | $86,233+83.5% | $137,256+15.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 20.97% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $6,744 | $2,841+137.4% | $2,504+169.3% | $4,156+62.3% |
| Participant deferral / active EE | $15,824 | $5,180+205.5% | $4,559+247.1% | $6,407+147.0% |
| Admin fee / account holder | $590 | $9,725-93.9% | $8,342-92.9% | $12,270-95.2% |