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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 | $229,675 | $111,535+105.9% | $105,223+118.3% | $137,256+67.3% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 13.93% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,973 | $3,939-24.5% | $3,689-19.4% | $4,156-28.5% |
| Participant deferral / active EE | $8,439 | $5,500+53.4% | $5,072+66.4% | $6,407+31.7% |
| Admin fee / account holder | $8,525 | $9,721-12.3% | $8,859-3.8% | $12,270-30.5% |