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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 | $158,959 | $104,937+51.5% | $84,628+87.8% | $152,897+4.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 17.08% | 373.88%-356.8pp | 258.80%-241.7pp | 345.43%-328.3pp |
| Employer contribution / active EE | $4,195 | $3,303+27.0% | $2,653+58.1% | $4,764-11.9% |
| Participant deferral / active EE | $9,367 | $4,690+99.7% | $3,900+140.2% | $5,851+60.1% |
| Admin fee / account holder | $1,527 | $6,243-75.6% | $4,914-68.9% | $11,599-86.8% |