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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 | $233,814 | $217,432+7.5% | $185,851+25.8% | $167,553+39.5% |
| Participation rate | 69.2% | 86.1%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 10.98% | 148.43%-137.4pp | 122.11%-111.1pp | 478.89%-467.9pp |
| Employer contribution / active EE | $2,559 | $5,874-56.4% | $5,168-50.5% | $4,840-47.1% |
| Participant deferral / active EE | $4,757 | $6,357-25.2% | $5,569-14.6% | $6,343-25.0% |
| Admin fee / account holder | $2,566 | $19,820-87.1% | $16,245-84.2% | $12,316-79.2% |