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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 | $231,614 | $111,535+107.7% | $105,223+120.1% | $137,256+68.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 20.18% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,087 | $3,939-47.0% | $3,689-43.4% | $4,156-49.8% |
| Participant deferral / active EE | $2,846 | $5,500-48.3% | $5,072-43.9% | $6,407-55.6% |
| Admin fee / account holder | $4,172 | $9,721-57.1% | $8,859-52.9% | $12,270-66.0% |