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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 | $195,668 | $114,119+71.5% | $107,187+82.5% | $138,895+40.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 237.68% | 273.21%-35.5pp | 204.55%+33.1pp | 145.39%+92.3pp |
| Employer contribution / active EE | $2,722 | $4,059-32.9% | $3,782-28.0% | $4,194-35.1% |
| Participant deferral / active EE | $8,059 | $5,538+45.5% | $5,096+58.1% | $6,396+26.0% |
| Admin fee / account holder | $2,717 | $10,024-72.9% | $9,162-70.3% | $12,562-78.4% |