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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 | $164,508 | $89,370+84.1% | $141,197+16.5% | $72,976+125.4% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 19.71% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,295 | $3,115-58.4% | $4,736-72.7% | $2,440-46.9% |
| Participant deferral / active EE | $5,663 | $5,419+4.5% | $6,710-15.6% | $3,608+57.0% |
| Admin fee / account holder | $1,322 | $5,957-77.8% | $10,265-87.1% | $5,124-74.2% |