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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 | $189,789 | $118,708+59.9% | $98,920+91.9% | $158,982+19.4% |
| Participation rate | 69.6% | 77.8%-8.3pp | 76.0%-6.5pp | 82.0%-12.4pp |
| Annual return | 15.93% | 372.49%-356.6pp | 196.47%-180.5pp | 302.99%-287.1pp |
| Employer contribution / active EE | $646 | $3,334-80.6% | $2,689-76.0% | $4,763-86.4% |
| Participant deferral / active EE | $2,970 | $5,089-41.6% | $4,245-30.0% | $5,983-50.4% |
| Admin fee / account holder | $7,278 | $10,134-28.2% | $6,643+9.6% | $11,252-35.3% |