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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 | $223,647 | $165,381+35.2% | $149,730+49.4% | $158,966+40.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.50% | 348.29%-324.8pp | 276.70%-253.2pp | 302.95%-279.4pp |
| Employer contribution / active EE | $2,526 | $5,104-50.5% | $4,645-45.6% | $4,762-47.0% |
| Participant deferral / active EE | $15,419 | $7,182+114.7% | $6,843+125.3% | $5,983+157.7% |
| Admin fee / account holder | $1,895 | $10,809-82.5% | $9,310-79.7% | $11,250-83.2% |