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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 | $219,044 | $117,895+85.8% | $102,460+113.8% | $145,897+50.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 16.73% | 31.92%-15.2pp | 29.47%-12.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $3,749 | $3,619+3.6% | $3,025+23.9% | $4,663-19.6% |
| Participant deferral / active EE | $7,746 | $5,736+35.0% | $5,056+53.2% | $6,689+15.8% |
| Admin fee / account holder | $388 | $13,353-97.1% | $9,460-95.9% | $13,390-97.1% |