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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 | $187,021 | $72,071+159.5% | $68,368+173.6% | $137,256+36.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.55% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,006 | $2,788+7.8% | $2,649+13.5% | $4,156-27.7% |
| Participant deferral / active EE | $18,102 | $4,410+310.5% | $4,123+339.1% | $6,407+182.5% |
| Admin fee / account holder | $887 | $5,336-83.4% | $5,150-82.8% | $12,270-92.8% |