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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 | $150,585 | $100,073+50.5% | $85,126+76.9% | $145,877+3.2% |
| Participation rate | 68.4% | 74.1%-5.7pp | 67.5%+0.9pp | 80.3%-11.9pp |
| Annual return | 16.41% | 84.11%-67.7pp | 66.63%-50.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,514 | $3,236+8.6% | $2,731+28.7% | $4,663-24.6% |
| Participant deferral / active EE | $8,000 | $5,294+51.1% | $4,523+76.9% | $6,691+19.6% |
| Admin fee / account holder | $10,103 | $7,261+39.1% | $6,160+64.0% | $13,402-24.6% |