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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 | $220,135 | $152,619+44.2% | $125,195+75.8% | $152,909+44.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 28.19% | 54.85%-26.7pp | 43.79%-15.6pp | 345.46%-317.3pp |
| Employer contribution / active EE | $3,243 | $4,947-34.5% | $3,866-16.1% | $4,764-31.9% |
| Participant deferral / active EE | $4,054 | $5,869-30.9% | $4,937-17.9% | $5,851-30.7% |
| Admin fee / account holder | $1,499 | $13,437-88.8% | $9,704-84.5% | $11,601-87.1% |