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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 | $183,516+10.0% | $155,534+29.8% | $145,884+38.4% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 17.27% | 61.43%-44.2pp | 64.92%-47.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,684 | $5,315-49.5% | $4,675-42.6% | $4,662-42.4% |
| Participant deferral / active EE | $5,884 | $6,467-9.0% | $5,630+4.5% | $6,690-12.0% |
| Admin fee / account holder | $12,134 | $19,293-37.1% | $15,900-23.7% | $13,392-9.4% |