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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 | $148,931 | $78,707+89.2% | $117,861+26.4% | $70,126+112.4% |
| Participation rate | 68.4% | 73.2%-4.8pp | 79.7%-11.2pp | 69.5%-1.1pp |
| Annual return | 18.14% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,149 | $2,223-3.3% | $3,786-43.2% | $2,343-8.3% |
| Participant deferral / active EE | $4,209 | $3,297+27.7% | $4,482-6.1% | $3,332+26.3% |
| Admin fee / account holder | $6,935 | $5,066+36.9% | $8,021-13.5% | $4,645+49.3% |