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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 | $239,791 | $108,911+120.2% | $100,392+138.9% | $145,884+64.4% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 16.11% | 58.23%-42.1pp | 49.45%-33.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,139 | $4,420-29.0% | $3,941-20.4% | $4,662-32.7% |
| Participant deferral / active EE | $8,486 | $8,459+0.3% | $8,090+4.9% | $6,690+26.9% |
| Admin fee / account holder | $6,333 | $9,698-34.7% | $7,904-19.9% | $13,392-52.7% |