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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 | $129,737+77.0% | $119,126+92.8% | $154,746+48.4% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 13.93% | 379.08%-365.1pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,973 | $4,375-32.0% | $4,034-26.3% | $4,379-32.1% |
| Participant deferral / active EE | $8,439 | $5,842+44.5% | $5,318+58.7% | $6,730+25.4% |
| Admin fee / account holder | $8,525 | $11,961-28.7% | $10,693-20.3% | $14,365-40.7% |