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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 | $201,934 | $183,592+10.0% | $155,567+29.8% | $145,959+38.4% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.3pp |
| Annual return | 17.27% | 61.24%-44.0pp | 64.74%-47.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,684 | $5,315-49.5% | $4,674-42.6% | $4,661-42.4% |
| Participant deferral / active EE | $5,884 | $6,464-9.0% | $5,628+4.6% | $6,689-12.0% |
| Admin fee / account holder | $12,134 | $19,318-37.2% | $15,916-23.8% | $13,398-9.4% |