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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 | $237,045 | $211,224+12.2% | $178,505+32.8% | $145,897+62.5% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 19.08% | 30.28%-11.2pp | 27.16%-8.1pp | 552.29%-533.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,262 | $6,966+18.6% | $6,280+31.6% | $6,689+23.5% |
| Admin fee / account holder | $1,222 | $12,109-89.9% | $10,428-88.3% | $13,390-90.9% |