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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 | $156,293 | $132,634+17.8% | $115,768+35.0% | $137,256+13.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 17.03% | 160.70%-143.7pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,491 | $3,360-25.9% | $2,940-15.3% | $4,156-40.1% |
| Participant deferral / active EE | $3,982 | $5,619-29.1% | $4,917-19.0% | $6,407-37.8% |
| Admin fee / account holder | $2,942 | $15,028-80.4% | $12,439-76.3% | $12,270-76.0% |