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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 | $72,071+163.4% | $68,368+177.7% | $137,256+38.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.17% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,021 | $2,788+8.4% | $2,649+14.1% | $4,156-27.3% |
| Participant deferral / active EE | $7,434 | $4,410+68.6% | $4,123+80.3% | $6,407+16.0% |
| Admin fee / account holder | $742 | $5,336-86.1% | $5,150-85.6% | $12,270-94.0% |