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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 | $224,096 | $184,014+21.8% | $161,149+39.1% | $138,895+61.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 100.56% | 21.52%+79.0pp | 21.16%+79.4pp | 145.39%-44.8pp |
| Employer contribution / active EE | $3,678 | $5,055-27.2% | $4,360-15.6% | $4,194-12.3% |
| Participant deferral / active EE | $8,524 | $6,909+23.4% | $6,153+38.5% | $6,396+33.3% |
| Admin fee / account holder | $2,045 | $18,027-88.7% | $15,194-86.5% | $12,562-83.7% |