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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 | $232,852 | $226,090+3.0% | $182,531+27.6% | $152,885+52.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 17.72% | 192.57%-174.9pp | 148.57%-130.9pp | 345.39%-327.7pp |
| Employer contribution / active EE | $4,159 | $4,978-16.4% | $4,075+2.1% | $4,763-12.7% |
| Participant deferral / active EE | $5,500 | $6,369-13.6% | $5,525-0.5% | $5,851-6.0% |
| Admin fee / account holder | $1,858 | $10,705-82.6% | $8,593-78.4% | $11,598-84.0% |