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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 | $241,972 | $108,911+122.2% | $100,392+141.0% | $145,884+65.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 13.58% | 58.23%-44.7pp | 49.45%-35.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,833 | $4,420-58.5% | $3,941-53.5% | $4,662-60.7% |
| Participant deferral / active EE | $7,667 | $8,459-9.4% | $8,090-5.2% | $6,690+14.6% |
| Admin fee / account holder | $1,199 | $9,698-87.6% | $7,904-84.8% | $13,392-91.0% |