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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 | $222,609 | $129,737+71.6% | $119,126+86.9% | $154,746+43.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.57% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $4,181 | $4,375-4.4% | $4,034+3.7% | $4,379-4.5% |
| Participant deferral / active EE | $18,673 | $5,842+219.6% | $5,318+251.1% | $6,730+177.4% |
| Admin fee / account holder | $863 | $11,961-92.8% | $10,693-91.9% | $14,365-94.0% |