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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 | $222,661 | $165,361+34.7% | $149,715+48.7% | $158,950+40.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.68% | 348.24%-333.6pp | 276.66%-262.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,073 | $5,103-79.0% | $4,645-76.9% | $4,762-77.5% |
| Participant deferral / active EE | $4,168 | $7,182-42.0% | $6,842-39.1% | $5,983-30.3% |
| Admin fee / account holder | $13,611 | $10,808+25.9% | $9,310+46.2% | $11,248+21.0% |