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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 | $248,838 | $217,432+14.4% | $185,849+33.9% | $167,536+48.5% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 15.82% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,991 | $5,875-66.1% | $5,169-61.5% | $4,839-58.9% |
| Participant deferral / active EE | $6,896 | $6,357+8.5% | $5,569+23.8% | $6,342+8.7% |
| Admin fee / account holder | $463 | $19,818-97.7% | $16,244-97.1% | $12,315-96.2% |