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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 | $184,236 | $96,388+91.1% | $80,627+128.5% | $139,466+32.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 21.96% | 1352.08%-1330.1pp | 936.76%-914.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,821 | $3,260-44.1% | $2,723-33.1% | $4,754-61.7% |
| Participant deferral / active EE | $9,605 | $5,224+83.8% | $4,443+116.2% | $6,712+43.1% |
| Admin fee / account holder | $734 | $6,603-88.9% | $5,381-86.4% | $11,409-93.6% |