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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 | $248,011 | $97,125+155.4% | $86,233+187.6% | $137,256+80.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 12.43% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,125 | $2,841+10.0% | $2,504+24.8% | $4,156-24.8% |
| Participant deferral / active EE | $3,967 | $5,180-23.4% | $4,559-13.0% | $6,407-38.1% |
| Admin fee / account holder | $5,274 | $9,725-45.8% | $8,342-36.8% | $12,270-57.0% |