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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 | $221,178 | $217,432+1.7% | $185,849+19.0% | $167,536+32.0% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 20.30% | 148.42%-128.1pp | 122.10%-101.8pp | 478.82%-458.5pp |
| Employer contribution / active EE | $1,653 | $5,875-71.9% | $5,169-68.0% | $4,839-65.8% |
| Participant deferral / active EE | $6,014 | $6,357-5.4% | $5,569+8.0% | $6,342-5.2% |
| Admin fee / account holder | $2,276 | $19,818-88.5% | $16,244-86.0% | $12,315-81.5% |