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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 | $175,737 | $112,915+55.6% | $90,965+93.2% | $158,950+10.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 11.27% | 215.75%-204.5pp | 134.57%-123.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $2,289 | $2,894-20.9% | $2,122+7.9% | $4,762-51.9% |
| Participant deferral / active EE | $5,273 | $4,128+27.7% | $3,373+56.3% | $5,983-11.9% |
| Admin fee / account holder | $738 | $8,044-90.8% | $5,960-87.6% | $11,248-93.4% |