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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 | $111,867 | $70,366+59.0% | $66,674+67.8% | $138,895-19.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.94% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,012 | $2,765+8.9% | $2,620+15.0% | $4,194-28.2% |
| Participant deferral / active EE | $8,735 | $4,374+99.7% | $4,084+113.9% | $6,396+36.6% |
| Admin fee / account holder | $4,362 | $5,262-17.1% | $5,098-14.4% | $12,562-65.3% |