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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 | $163,250 | $129,737+25.8% | $119,126+37.0% | $154,746+5.5% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 16.32% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,012 | $4,375-54.0% | $4,034-50.1% | $4,379-54.0% |
| Participant deferral / active EE | $8,634 | $5,842+47.8% | $5,318+62.4% | $6,730+28.3% |
| Admin fee / account holder | $605 | $11,961-94.9% | $10,693-94.3% | $14,365-95.8% |