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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 | $189,504 | $165,361+14.6% | $149,715+26.6% | $158,950+19.2% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 17.29% | 348.24%-330.9pp | 276.66%-259.4pp | 302.91%-285.6pp |
| Employer contribution / active EE | $2,160 | $5,103-57.7% | $4,645-53.5% | $4,762-54.6% |
| Participant deferral / active EE | $5,981 | $7,182-16.7% | $6,842-12.6% | $5,9830% |
| Admin fee / account holder | $3,163 | $10,808-70.7% | $9,310-66.0% | $11,248-71.9% |