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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 | $169,880 | $107,363+58.2% | $92,909+82.8% | $152,897+11.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 18.49% | 145.63%-127.1pp | 109.44%-90.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $960 | $4,222-77.3% | $3,653-73.7% | $4,764-79.8% |
| Participant deferral / active EE | $4,960 | $4,848+2.3% | $4,238+17.0% | $5,851-15.2% |
| Admin fee / account holder | $933 | $7,082-86.8% | $5,795-83.9% | $11,599-92.0% |