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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 | $176,175 | $49,976+252.5% | $66,674+164.2% | $82,637+113.2% |
| Participation rate | 60.0% | 63.1%-3.1pp | 73.7%-13.7pp | 68.1%-8.1pp |
| Annual return | 14.46% | 39.09%-24.6pp | 321.24%-306.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $5,531 | $1,988+178.2% | $2,620+111.1% | $2,552+116.7% |
| Participant deferral / active EE | $5,703 | $2,847+100.3% | $4,084+39.6% | $4,126+38.2% |
| Admin fee / account holder | $576 | $4,594-87.5% | $5,098-88.7% | $7,339-92.1% |