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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 | $218,965 | $134,817+62.4% | $123,973+76.6% | $155,188+41.1% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.7%-13.5pp | 80.8%-17.6pp |
| Annual return | 8.30% | 515.49%-507.2pp | 388.13%-379.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $2,755 | $4,425-37.7% | $4,126-33.2% | $4,248-35.1% |
| Participant deferral / active EE | $8,523 | $5,706+49.4% | $5,247+62.4% | $6,531+30.5% |
| Admin fee / account holder | $74,147 | $13,245+459.8% | $11,799+528.4% | $14,480+412.1% |