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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 | $203,487 | $185,883+9.5% | $170,043+19.7% | $139,466+45.9% |
| Participation rate | 56.3% | 87.8%-31.5pp | 87.0%-30.8pp | 80.3%-24.1pp |
| Annual return | 14.52% | 60.54%-46.0pp | 53.40%-38.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,592 | $7,596-65.9% | $6,790-61.8% | $4,754-45.5% |
| Participant deferral / active EE | $5,904 | $11,626-49.2% | $10,410-43.3% | $6,712-12.0% |
| Admin fee / account holder | $34,037 | $15,393+121.1% | $12,824+165.4% | $11,409+198.3% |