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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 | $179,851 | $111,535+61.3% | $105,223+70.9% | $137,256+31.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.72% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,182 | $3,939+6.2% | $3,689+13.4% | $4,156+0.6% |
| Participant deferral / active EE | $23,333 | $5,500+324.3% | $5,072+360.1% | $6,407+264.2% |
| Admin fee / account holder | $788 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |