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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 | $195,840 | $134,817+45.3% | $123,973+58.0% | $155,188+26.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 18.98% | 515.49%-496.5pp | 388.13%-369.1pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,301 | $4,425-25.4% | $4,126-20.0% | $4,248-22.3% |
| Participant deferral / active EE | $8,710 | $5,706+52.6% | $5,247+66.0% | $6,531+33.4% |
| Admin fee / account holder | $12,282 | $13,245-7.3% | $11,799+4.1% | $14,480-15.2% |