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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 | $183,516+19.6% | $155,534+41.2% | $145,884+50.5% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 11.03% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,334 | $5,315-74.9% | $4,675-71.5% | $4,662-71.4% |
| Participant deferral / active EE | $3,829 | $6,467-40.8% | $5,630-32.0% | $6,690-42.8% |
| Admin fee / account holder | $2,651 | $19,293-86.3% | $15,900-83.3% | $13,392-80.2% |