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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 | $205,695 | $157,296+30.8% | $141,191+45.7% | $152,897+34.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.81% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $3,086 | $5,262-41.3% | $4,736-34.8% | $4,764-35.2% |
| Participant deferral / active EE | $9,013 | $7,111+26.7% | $6,710+34.3% | $5,851+54.0% |
| Admin fee / account holder | $617 | $12,125-94.9% | $10,264-94.0% | $11,599-94.7% |