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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 | $189,835 | $70,366+169.8% | $66,674+184.7% | $138,895+36.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.17% | 386.41%-372.2pp | 321.24%-307.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,021 | $2,765+9.3% | $2,620+15.3% | $4,194-28.0% |
| Participant deferral / active EE | $7,434 | $4,374+69.9% | $4,084+82.0% | $6,396+16.2% |
| Admin fee / account holder | $742 | $5,262-85.9% | $5,098-85.4% | $12,562-94.1% |