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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 | $198,072 | $160,040+23.8% | $147,096+34.7% | $145,877+35.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.36% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $8,627 | $5,289+63.1% | $4,936+74.8% | $4,663+85.0% |
| Participant deferral / active EE | $3,200 | $8,429-62.0% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $24,641 | $15,050+63.7% | $13,005+89.5% | $13,402+83.9% |