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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 | $190,101 | $137,414+38.3% | $189,520+0.3% | $85,856+121.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.7pp |
| Annual return | 18.51% | 38.14%-19.6pp | 555.25%-536.7pp | 318.58%-300.1pp |
| Employer contribution / active EE | $2,842 | $4,344-34.6% | $6,161-53.9% | $2,565+10.8% |
| Participant deferral / active EE | $6,068 | $6,260-3.1% | $8,220-26.2% | $3,952+53.5% |
| Admin fee / account holder | $3,391 | $8,630-60.7% | $12,046-71.8% | $6,261-45.8% |