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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 | $144,121 | $72,071+100.0% | $68,368+110.8% | $137,256+5.0% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 21.30% | 353.14%-331.8pp | 292.57%-271.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,209 | $2,788+15.1% | $2,649+21.1% | $4,156-22.8% |
| Participant deferral / active EE | $5,060 | $4,410+14.7% | $4,123+22.7% | $6,407-21.0% |
| Admin fee / account holder | $1,750 | $5,336-67.2% | $5,150-66.0% | $12,270-85.7% |