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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 | $176,050 | $102,429+71.9% | $147,096+19.7% | $80,925+117.5% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 16.46% | 135.02%-118.6pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $4,309 | $3,716+16.0% | $4,936-12.7% | $2,756+56.4% |
| Participant deferral / active EE | $9,375 | $6,649+41.0% | $8,071+16.2% | $4,299+118.1% |
| Admin fee / account holder | $9,045 | $7,957+13.7% | $13,005-30.5% | $6,940+30.3% |