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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 | $213,843 | $111,535+91.7% | $105,223+103.2% | $137,256+55.8% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,334 | $3,939+10.0% | $3,689+17.5% | $4,156+4.3% |
| Participant deferral / active EE | $9,814 | $5,500+78.4% | $5,072+93.5% | $6,407+53.2% |
| Admin fee / account holder | $6,566 | $9,721-32.5% | $8,859-25.9% | $12,270-46.5% |