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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 | $111,535+99.6% | $105,223+111.6% | $137,256+62.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.57% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,181 | $3,939+6.1% | $3,689+13.4% | $4,156+0.6% |
| Participant deferral / active EE | $18,673 | $5,500+239.5% | $5,072+268.2% | $6,407+191.5% |
| Admin fee / account holder | $863 | $9,721-91.1% | $8,859-90.3% | $12,270-93.0% |