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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 | $145,693 | $65,566+122.2% | $86,235+68.9% | $75,177+93.8% |
| Participation rate | 54.2% | 60.5%-6.3pp | 69.0%-14.8pp | 67.2%-13.0pp |
| Annual return | 15.77% | 46.07%-30.3pp | 1170.03%-1154.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,398 | $1,553+54.4% | $2,381+0.7% | $2,671-10.2% |
| Participant deferral / active EE | $4,186 | $3,023+38.5% | $3,987+5.0% | $4,126+1.4% |
| Admin fee / account holder | $2,158 | $5,470-60.6% | $6,856-68.5% | $5,651-61.8% |