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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 | $177,841 | $148,623+19.7% | $135,974+30.8% | $139,466+27.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.11% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,967 | $5,246-62.5% | $4,859-59.5% | $4,754-58.6% |
| Participant deferral / active EE | $12,898 | $8,103+59.2% | $7,760+66.2% | $6,712+92.2% |
| Admin fee / account holder | $2,959 | $12,406-76.2% | $10,767-72.5% | $11,409-74.1% |