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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 | $218,568 | $197,625+10.6% | $177,840+22.9% | $158,966+37.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 7.99% | 58.76%-50.8pp | 48.32%-40.3pp | 302.95%-295.0pp |
| Employer contribution / active EE | $3,055 | $6,698-54.4% | $5,919-48.4% | $4,762-35.9% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,983+189.7% |
| Admin fee / account holder | $3,412 | $15,405-77.9% | $12,431-72.6% | $11,250-69.7% |