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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 | $234,645 | $111,535+110.4% | $105,223+123.0% | $137,256+71.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.47% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,926 | $3,939-51.1% | $3,689-47.8% | $4,156-53.7% |
| Participant deferral / active EE | $11,788 | $5,500+114.3% | $5,072+132.4% | $6,407+84.0% |
| Admin fee / account holder | $1,995 | $9,721-79.5% | $8,859-77.5% | $12,270-83.7% |