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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 | $215,038 | $175,231+22.7% | $149,696+43.6% | $139,466+54.2% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 12.92% | 166.77%-153.9pp | 134.46%-121.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,608 | $5,478-34.1% | $4,821-25.1% | $4,754-24.1% |
| Participant deferral / active EE | $6,923 | $6,521+6.2% | $5,682+21.8% | $6,712+3.1% |
| Admin fee / account holder | $2,668 | $16,155-83.5% | $13,212-79.8% | $11,409-76.6% |