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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 | $219,045 | $183,539+19.3% | $155,556+40.8% | $145,897+50.1% |
| Participation rate | 47.1% | 82.7%-35.7pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 9.52% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,480 | $5,315-72.1% | $4,675-68.3% | $4,663-68.2% |
| Participant deferral / active EE | $4,257 | $6,467-34.2% | $5,631-24.4% | $6,689-36.4% |
| Admin fee / account holder | $2,262 | $19,275-88.3% | $15,885-85.8% | $13,390-83.1% |