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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 | $201,288 | $183,516+9.7% | $155,534+29.4% | $145,884+38.0% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 24.22% | 61.43%-37.2pp | 64.92%-40.7pp | 551.85%-527.6pp |
| Employer contribution / active EE | $3,103 | $5,315-41.6% | $4,675-33.6% | $4,662-33.4% |
| Participant deferral / active EE | $6,055 | $6,467-6.4% | $5,630+7.5% | $6,690-9.5% |
| Admin fee / account holder | $3,332 | $19,293-82.7% | $15,900-79.0% | $13,392-75.1% |