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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 | $194,718 | $183,592+6.1% | $155,567+25.2% | $145,959+33.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 23.50% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.5pp |
| Employer contribution / active EE | $2,843 | $5,315-46.5% | $4,674-39.2% | $4,661-39.0% |
| Participant deferral / active EE | $5,696 | $6,464-11.9% | $5,628+1.2% | $6,689-14.8% |
| Admin fee / account holder | $5,472 | $19,318-71.7% | $15,916-65.6% | $13,398-59.2% |