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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 | $51,638+241.2% | $68,368+157.7% | $82,448+113.7% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 14.46% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,531 | $2,047+170.3% | $2,649+108.8% | $2,551+116.8% |
| Participant deferral / active EE | $5,703 | $2,914+95.7% | $4,123+38.3% | $4,139+37.8% |
| Admin fee / account holder | $576 | $4,643-87.6% | $5,150-88.8% | $7,234-92.0% |