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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 | $115,238 | $109,372+5.4% | $89,414+28.9% | $158,966-27.5% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 19.80% | 345.55%-325.8pp | 245.50%-225.7pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,949 | $3,171-7.0% | $2,586+14.0% | $4,762-38.1% |
| Participant deferral / active EE | $7,193 | $4,598+56.4% | $3,890+84.9% | $5,983+20.2% |
| Admin fee / account holder | $1,160 | $6,156-81.2% | $4,883-76.2% | $11,250-89.7% |