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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 | $170,995 | $58,234+193.6% | $81,783+109.1% | $80,874+111.4% |
| Participation rate | 51.2% | 63.4%-12.2pp | 72.4%-21.1pp | 67.6%-16.4pp |
| Annual return | 15.65% | 41.70%-26.0pp | 775.05%-759.4pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,748 | $2,341-25.4% | $2,913-40.0% | $2,756-36.6% |
| Participant deferral / active EE | $4,080 | $3,283+24.3% | $4,320-5.6% | $4,297-5.1% |
| Admin fee / account holder | $4,570 | $4,982-8.3% | $7,380-38.1% | $6,935-34.1% |