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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 | $238,458 | $111,535+113.8% | $105,223+126.6% | $137,256+73.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.00% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,306 | $3,939+34.7% | $3,689+43.9% | $4,156+27.7% |
| Participant deferral / active EE | $23,167 | $5,500+321.2% | $5,072+356.8% | $6,407+261.6% |
| Admin fee / account holder | $318 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |