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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 | $247,969 | $208,088+19.2% | $186,193+33.2% | $154,746+60.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 24.94% | 89.97%-65.0pp | 78.03%-53.1pp | 172.34%-147.4pp |
| Employer contribution / active EE | $1,557 | $4,340-64.1% | $3,918-60.3% | $4,379-64.5% |
| Participant deferral / active EE | $4,126 | $7,078-41.7% | $6,513-36.6% | $6,730-38.7% |
| Admin fee / account holder | $9,655 | $11,698-17.5% | $11,058-12.7% | $14,365-32.8% |