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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 | $212,678 | $166,131+28.0% | $164,975+28.9% | $145,877+45.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 15.86% | 100.37%-84.5pp | 70.12%-54.3pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,740 | $5,276-29.1% | $4,343-13.9% | $4,663-19.8% |
| Participant deferral / active EE | $7,022 | $6,962+0.9% | $6,033+16.4% | $6,691+4.9% |
| Admin fee / account holder | $5,492 | $16,648-67.0% | $12,688-56.7% | $13,402-59.0% |