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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 | $147,415 | $93,345+57.9% | $119,126+23.7% | $87,485+68.5% |
| Participation rate | 68.6% | 68.7%-0.2pp | 75.8%-7.2pp | 68.9%-0.4pp |
| Annual return | 14.75% | 19.08%-4.3pp | 282.11%-267.4pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,497 | $3,172-21.3% | $4,034-38.1% | $2,596-3.8% |
| Participant deferral / active EE | $7,255 | $4,099+77.0% | $5,318+36.4% | $4,274+69.8% |
| Admin fee / account holder | $4,233 | $8,039-47.3% | $10,693-60.4% | $7,775-45.5% |