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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 | $191,973 | $132,099+45.3% | $115,599+66.1% | $138,895+38.2% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.3%-12.4pp | 79.9%-18.0pp |
| Annual return | 17.38% | 176.76%-159.4pp | 111.10%-93.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,041 | $3,416-11.0% | $2,955+2.9% | $4,194-27.5% |
| Participant deferral / active EE | $5,683 | $5,617+1.2% | $4,889+16.2% | $6,396-11.2% |
| Admin fee / account holder | $3,801 | $15,650-75.7% | $12,841-70.4% | $12,562-69.7% |