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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 | $209,335 | $166,131+26.0% | $164,975+26.9% | $145,877+43.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.79% | 100.37%-81.6pp | 70.12%-51.3pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,846 | $5,276-65.0% | $4,343-57.5% | $4,663-60.4% |
| Participant deferral / active EE | $3,988 | $6,962-42.7% | $6,033-33.9% | $6,691-40.4% |
| Admin fee / account holder | $1,169 | $16,648-93.0% | $12,688-90.8% | $13,402-91.3% |