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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 | $219,568 | $183,592+19.6% | $155,574+41.1% | $145,877+50.5% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 11.03% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,334 | $5,317-74.9% | $4,676-71.5% | $4,663-71.4% |
| Participant deferral / active EE | $3,829 | $6,466-40.8% | $5,629-32.0% | $6,691-42.8% |
| Admin fee / account holder | $2,651 | $19,316-86.3% | $15,914-83.3% | $13,402-80.2% |