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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 | $114,119+90.3% | $107,187+102.6% | $138,895+56.3% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.7pp | 79.9%-15.6pp |
| Annual return | 19.05% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,826 | $4,059-30.4% | $3,782-25.3% | $4,194-32.6% |
| Participant deferral / active EE | $7,763 | $5,538+40.2% | $5,096+52.3% | $6,396+21.4% |
| Admin fee / account holder | $4,473 | $10,024-55.4% | $9,162-51.2% | $12,562-64.4% |