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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 | $218,883 | $178,174+22.8% | $156,181+40.1% | $137,256+59.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 18.44% | 84.19%-65.8pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,555 | $4,972-48.6% | $4,294-40.5% | $4,156-38.5% |
| Participant deferral / active EE | $5,937 | $6,888-13.8% | $6,132-3.2% | $6,407-7.3% |
| Admin fee / account holder | $10,505 | $17,404-39.6% | $14,586-28.0% | $12,270-14.4% |