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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 | $168,929 | $51,638+227.1% | $68,368+147.1% | $82,448+104.9% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 17.29% | 37.53%-20.2pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $8,662 | $2,047+323.3% | $2,649+227.0% | $2,551+239.6% |
| Participant deferral / active EE | $3,499 | $2,914+20.1% | $4,123-15.1% | $4,139-15.5% |
| Admin fee / account holder | $2,620 | $4,643-43.6% | $5,150-49.1% | $7,234-63.8% |