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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 | $176,261 | $98,760+78.5% | $149,715+17.7% | $79,858+120.7% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.5%-13.4pp | 69.6%-0.6pp |
| Annual return | 23.63% | 27.43%-3.8pp | 276.66%-253.0pp | 31.72%-8.1pp |
| Employer contribution / active EE | $2,785 | $3,217-13.4% | $4,645-40.0% | $2,471+12.7% |
| Participant deferral / active EE | $5,558 | $5,681-2.2% | $6,842-18.8% | $3,740+48.6% |
| Admin fee / account holder | $6,411 | $6,053+5.9% | $9,310-31.1% | $5,306+20.8% |