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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 | $238,836 | $111,535+114.1% | $105,223+127.0% | $137,256+74.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 16.79% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,646 | $3,939-58.2% | $3,689-55.4% | $4,156-60.4% |
| Participant deferral / active EE | $8,215 | $5,500+49.4% | $5,072+62.0% | $6,407+28.2% |
| Admin fee / account holder | $4,449 | $9,721-54.2% | $8,859-49.8% | $12,270-63.7% |