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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 | $240,832 | $157,276+53.1% | $141,177+70.6% | $152,885+57.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 16.46% | 64.33%-47.9pp | 71.40%-54.9pp | 345.39%-328.9pp |
| Employer contribution / active EE | $3,866 | $5,262-26.5% | $4,736-18.4% | $4,763-18.8% |
| Participant deferral / active EE | $7,897 | $7,110+11.1% | $6,710+17.7% | $5,851+35.0% |
| Admin fee / account holder | $11,424 | $12,123-5.8% | $10,263+11.3% | $11,598-1.5% |