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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 | $174,050 | $99,053+75.7% | $88,179+97.4% | $138,895+25.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 76.54% | 78.17%-1.6pp | 64.97%+11.6pp | 145.39%-68.9pp |
| Employer contribution / active EE | $938 | $2,882-67.5% | $2,549-63.2% | $4,194-77.6% |
| Participant deferral / active EE | $7,411 | $5,225+41.8% | $4,614+60.6% | $6,396+15.9% |
| Admin fee / account holder | $29,802 | $8,748+240.7% | $7,673+288.4% | $12,562+137.2% |