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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 | $218,925 | $217,432+0.7% | $185,851+17.8% | $167,553+30.7% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 15.03% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $1,387 | $5,874-76.4% | $5,168-73.2% | $4,840-71.3% |
| Participant deferral / active EE | $7,211 | $6,357+13.4% | $5,569+29.5% | $6,343+13.7% |
| Admin fee / account holder | $757 | $19,820-96.2% | $16,245-95.3% | $12,316-93.9% |