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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 | $202,901 | $87,132+132.9% | $105,624+92.1% | $80,959+150.6% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 70.87% | 17.03%+53.8pp | 116.20%-45.3pp | 35.67%+35.2pp |
| Employer contribution / active EE | $3,599 | $2,397+50.2% | $3,168+13.6% | $2,757+30.5% |
| Participant deferral / active EE | $5,727 | $3,985+43.7% | $5,013+14.2% | $4,300+33.2% |
| Admin fee / account holder | $2,560 | $8,449-69.7% | $10,961-76.6% | $6,925-63.0% |