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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 | $194,665 | $129,737+50.0% | $119,126+63.4% | $154,746+25.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 12.30% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,905 | $4,375-56.4% | $4,034-52.8% | $4,379-56.5% |
| Participant deferral / active EE | $3,346 | $5,842-42.7% | $5,318-37.1% | $6,730-50.3% |
| Admin fee / account holder | $5,876 | $11,961-50.9% | $10,693-45.1% | $14,365-59.1% |