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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 | $194,711 | $129,737+50.1% | $119,126+63.4% | $154,746+25.8% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 17.75% | 379.08%-361.3pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,344 | $4,375-46.4% | $4,034-41.9% | $4,379-46.5% |
| Participant deferral / active EE | $6,356 | $5,842+8.8% | $5,318+19.5% | $6,730-5.6% |
| Admin fee / account holder | $1,386 | $11,961-88.4% | $10,693-87.0% | $14,365-90.3% |