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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 | $229,320 | $125,778+82.3% | $114,563+100.2% | $154,746+48.2% |
| Participation rate | 69.6% | 75.2%-5.6pp | 72.9%-3.3pp | 80.7%-11.1pp |
| Annual return | 15.71% | 295.14%-279.4pp | 241.09%-225.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,405 | $2,806-14.3% | $2,592-7.2% | $4,379-45.1% |
| Participant deferral / active EE | $4,548 | $4,445+2.3% | $4,142+9.8% | $6,730-32.4% |
| Admin fee / account holder | $7,958 | $8,190-2.8% | $7,623+4.4% | $14,365-44.6% |