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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 | $227,291-1.9% | $214,702+3.8% | $155,188+43.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 16.33% | 60.08%-43.7pp | 54.55%-38.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $3,323 | $6,772-50.9% | $6,461-48.6% | $4,248-21.8% |
| Participant deferral / active EE | $11,808 | $9,582+23.2% | $9,147+29.1% | $6,531+80.8% |
| Admin fee / account holder | $74,795 | $20,413+266.4% | $19,830+277.2% | $14,480+416.5% |