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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 | $70,366+211.5% | $66,674+228.7% | $138,895+57.8% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.7%-14.6pp | 79.9%-20.8pp |
| Annual return | 16.26% | 386.41%-370.2pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,655 | $2,765+32.2% | $2,620+39.5% | $4,194-12.9% |
| Participant deferral / active EE | $5,023 | $4,374+14.8% | $4,084+23.0% | $6,396-21.5% |
| Admin fee / account holder | $2,950 | $5,262-44.0% | $5,098-42.1% | $12,562-76.5% |