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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 | $192,505 | $183,539+4.9% | $155,556+23.8% | $145,897+31.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 19.74% | 61.31%-41.6pp | 64.84%-45.1pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,361 | $5,315-55.6% | $4,675-49.5% | $4,663-49.4% |
| Participant deferral / active EE | $7,686 | $6,467+18.9% | $5,631+36.5% | $6,689+14.9% |
| Admin fee / account holder | $2,369 | $19,275-87.7% | $15,885-85.1% | $13,390-82.3% |