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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 | $148,837 | $111,535+33.4% | $105,223+41.4% | $137,256+8.4% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 13.72% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,766 | $3,939-4.4% | $3,689+2.1% | $4,156-9.4% |
| Participant deferral / active EE | $11,715 | $5,500+113.0% | $5,072+131.0% | $6,407+82.9% |
| Admin fee / account holder | $24,668 | $9,721+153.8% | $8,859+178.5% | $12,270+101.0% |