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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 | $238,767 | $148,623+60.7% | $135,974+75.6% | $139,466+71.2% |
| Participation rate | 64.7% | 83.9%-19.2pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 23.79% | 79.30%-55.5pp | 68.30%-44.5pp | 373.66%-349.9pp |
| Employer contribution / active EE | $3,007 | $5,246-42.7% | $4,859-38.1% | $4,754-36.7% |
| Participant deferral / active EE | $9,071 | $8,103+12.0% | $7,760+16.9% | $6,712+35.1% |
| Admin fee / account holder | $3,762 | $12,406-69.7% | $10,767-65.1% | $11,409-67.0% |