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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 | $198,946 | $183,516+8.4% | $155,534+27.9% | $145,884+36.4% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 19.23% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $1,529 | $5,315-71.2% | $4,675-67.3% | $4,662-67.2% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $2,080 | $19,293-89.2% | $15,900-86.9% | $13,392-84.5% |