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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 | $217,328 | $129,737+67.5% | $119,126+82.4% | $154,746+40.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 18.44% | 379.08%-360.6pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,190 | $4,375-4.2% | $4,034+3.9% | $4,379-4.3% |
| Participant deferral / active EE | $18,448 | $5,842+215.8% | $5,318+246.9% | $6,730+174.1% |
| Admin fee / account holder | $1,633 | $11,961-86.3% | $10,693-84.7% | $14,365-88.6% |