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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 | $183,293 | $178,174+2.9% | $156,181+17.4% | $137,256+33.5% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.8%-26.2pp | 80.0%-27.3pp |
| Annual return | 14.51% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,354 | $4,972-52.6% | $4,294-45.2% | $4,156-43.3% |
| Participant deferral / active EE | $5,127 | $6,888-25.6% | $6,132-16.4% | $6,407-20.0% |
| Admin fee / account holder | $4,461 | $17,404-74.4% | $14,586-69.4% | $12,270-63.6% |