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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 | $217,125 | $111,535+94.7% | $105,223+106.3% | $137,256+58.2% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 19.05% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,826 | $3,939-28.3% | $3,689-23.4% | $4,156-32.0% |
| Participant deferral / active EE | $7,763 | $5,500+41.1% | $5,072+53.1% | $6,407+21.2% |
| Admin fee / account holder | $4,473 | $9,721-54.0% | $8,859-49.5% | $12,270-63.5% |