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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 | $247,469 | $156,398+58.2% | $147,318+68.0% | $138,895+78.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.43% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,293 | $4,853-11.5% | $4,593-6.5% | $4,194+2.4% |
| Participant deferral / active EE | $5,362 | $8,237-34.9% | $7,906-32.2% | $6,396-16.2% |
| Admin fee / account holder | $6,207 | $14,976-58.6% | $13,708-54.7% | $12,562-50.6% |