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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 | $49,976+238.0% | $66,674+153.4% | $82,637+104.4% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 17.29% | 39.09%-21.8pp | 321.24%-304.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $8,662 | $1,988+335.7% | $2,620+230.6% | $2,552+239.4% |
| Participant deferral / active EE | $3,499 | $2,847+22.9% | $4,084-14.3% | $4,126-15.2% |
| Admin fee / account holder | $2,620 | $4,594-43.0% | $5,098-48.6% | $7,339-64.3% |