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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 | $146,857 | $72,071+103.8% | $68,368+114.8% | $137,256+7.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.77% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,713 | $2,788-2.7% | $2,649+2.4% | $4,156-34.7% |
| Participant deferral / active EE | $4,946 | $4,410+12.1% | $4,123+20.0% | $6,407-22.8% |
| Admin fee / account holder | $522 | $5,336-90.2% | $5,150-89.9% | $12,270-95.7% |