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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 | $234,897 | $162,136+44.9% | $152,301+54.2% | $154,746+51.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 105.55% | 91.02%+14.5pp | 80.50%+25.0pp | 172.34%-66.8pp |
| Employer contribution / active EE | $1,934 | $4,890-60.4% | $4,624-58.2% | $4,379-55.8% |
| Participant deferral / active EE | $5,420 | $8,341-35.0% | $8,004-32.3% | $6,730-19.5% |
| Admin fee / account holder | $1,300 | $15,759-91.8% | $14,398-91.0% | $14,365-91.0% |