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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 | $143,575 | $111,535+28.7% | $105,223+36.4% | $137,256+4.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 17.50% | 237.85%-220.4pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,188 | $3,939-19.1% | $3,689-13.6% | $4,156-23.3% |
| Participant deferral / active EE | $9,380 | $5,500+70.6% | $5,072+85.0% | $6,407+46.4% |
| Admin fee / account holder | $8,411 | $9,721-13.5% | $8,859-5.1% | $12,270-31.5% |