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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 | $236,901 | $183,539+29.1% | $155,556+52.3% | $145,897+62.4% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.18% | 61.31%-42.1pp | 64.84%-45.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $3,794 | $5,315-28.6% | $4,675-18.9% | $4,663-18.6% |
| Participant deferral / active EE | $9,509 | $6,467+47.0% | $5,631+68.9% | $6,689+42.2% |
| Admin fee / account holder | $5,189 | $19,275-73.1% | $15,885-67.3% | $13,390-61.2% |