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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 | $107,809+61.4% | $97,032+79.4% | $155,188+12.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 71.6%-9.1pp | 80.8%-18.3pp |
| Annual return | 76.54% | 38.06%+38.5pp | 35.38%+41.2pp | 148.84%-72.3pp |
| Employer contribution / active EE | $938 | $2,911-67.8% | $2,629-64.3% | $4,248-77.9% |
| Participant deferral / active EE | $7,411 | $5,129+44.5% | $4,672+58.6% | $6,531+13.5% |
| Admin fee / account holder | $29,802 | $10,717+178.1% | $9,418+216.5% | $14,480+105.8% |