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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 | $215,839 | $162,821+32.6% | $133,978+61.1% | $158,982+35.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 7.66% | 41.95%-34.3pp | 45.10%-37.4pp | 302.99%-295.3pp |
| Employer contribution / active EE | $6,400 | $4,976+28.6% | $3,919+63.3% | $4,763+34.4% |
| Participant deferral / active EE | $17,333 | $5,910+193.3% | $5,047+243.4% | $5,983+189.7% |
| Admin fee / account holder | $910 | $11,742-92.2% | $8,930-89.8% | $11,252-91.9% |