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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 | $222,920 | $212,386+5.0% | $199,883+11.5% | $138,895+60.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 16.33% | 47.75%-31.4pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,323 | $6,625-49.8% | $6,261-46.9% | $4,194-20.8% |
| Participant deferral / active EE | $11,808 | $9,617+22.8% | $9,138+29.2% | $6,396+84.6% |
| Admin fee / account holder | $74,795 | $18,233+310.2% | $17,268+333.1% | $12,562+495.4% |