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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 | $196,224 | $148,582+32.1% | $135,942+44.3% | $139,456+40.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.67% | 79.26%-58.6pp | 68.28%-47.6pp | 373.45%-352.8pp |
| Employer contribution / active EE | $4,928 | $5,245-6.0% | $4,858+1.4% | $4,753+3.7% |
| Participant deferral / active EE | $12,438 | $8,101+53.5% | $7,759+60.3% | $6,711+85.3% |
| Admin fee / account holder | $30,241 | $12,402+143.8% | $10,764+180.9% | $11,407+165.1% |