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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 | $163,283 | $111,535+46.4% | $105,223+55.2% | $137,256+19.0% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 11.70% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,314 | $3,939-15.9% | $3,689-10.2% | $4,156-20.3% |
| Participant deferral / active EE | $7,548 | $5,500+37.2% | $5,072+48.8% | $6,407+17.8% |
| Admin fee / account holder | $1,918 | $9,721-80.3% | $8,859-78.3% | $12,270-84.4% |