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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 | $183,592+4.9% | $155,574+23.7% | $145,877+32.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.74% | 61.37%-41.6pp | 64.87%-45.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,361 | $5,317-55.6% | $4,676-49.5% | $4,663-49.4% |
| Participant deferral / active EE | $7,686 | $6,466+18.9% | $5,629+36.5% | $6,691+14.9% |
| Admin fee / account holder | $2,369 | $19,316-87.7% | $15,914-85.1% | $13,402-82.3% |