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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 | $129,737+38.6% | $119,126+51.0% | $154,746+16.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 19.72% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $4,182 | $4,375-4.4% | $4,034+3.7% | $4,379-4.5% |
| Participant deferral / active EE | $23,333 | $5,842+299.4% | $5,318+338.8% | $6,730+246.7% |
| Admin fee / account holder | $788 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |