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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 | $175,323 | $85,171+105.8% | $172,753+1.5% | $72,976+140.2% |
| Participation rate | 68.8% | 70.1%-1.3pp | 82.6%-13.9pp | 69.5%-0.7pp |
| Annual return | 20.16% | 27.32%-7.2pp | 803.00%-782.8pp | 81.02%-60.9pp |
| Employer contribution / active EE | $3,379 | $3,324+1.6% | $5,144-34.3% | $2,440+38.5% |
| Participant deferral / active EE | $5,838 | $3,260+79.1% | $5,198+12.3% | $3,608+61.8% |
| Admin fee / account holder | $2,894 | $5,880-50.8% | $13,956-79.3% | $5,124-43.5% |