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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 | $219,169 | $72,071+204.1% | $68,368+220.6% | $137,256+59.7% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.8%-14.7pp | 80.0%-20.9pp |
| Annual return | 16.26% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,655 | $2,788+31.1% | $2,649+38.0% | $4,156-12.1% |
| Participant deferral / active EE | $5,023 | $4,410+13.9% | $4,123+21.8% | $6,407-21.6% |
| Admin fee / account holder | $2,950 | $5,336-44.7% | $5,150-42.7% | $12,270-76.0% |