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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 | $177,103 | $125,190+41.5% | $105,624+67.7% | $145,897+21.4% |
| Participation rate | 61.5% | 77.6%-16.1pp | 75.3%-13.7pp | 80.3%-18.8pp |
| Annual return | 20.22% | 225.22%-205.0pp | 116.20%-96.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $1,447 | $3,720-61.1% | $3,168-54.3% | $4,663-69.0% |
| Participant deferral / active EE | $6,543 | $5,716+14.5% | $5,013+30.5% | $6,689-2.2% |
| Admin fee / account holder | $7,373 | $17,138-57.0% | $10,961-32.7% | $13,390-44.9% |