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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 | $198,031 | $165,361+19.8% | $149,715+32.3% | $158,950+24.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.31% | 348.24%-339.9pp | 276.66%-268.4pp | 302.91%-294.6pp |
| Employer contribution / active EE | $4,016 | $5,103-21.3% | $4,645-13.5% | $4,762-15.7% |
| Participant deferral / active EE | $8,425 | $7,182+17.3% | $6,842+23.1% | $5,983+40.8% |
| Admin fee / account holder | $1,892 | $10,808-82.5% | $9,310-79.7% | $11,248-83.2% |