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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 | $185,834 | $183,627+1.2% | $155,602+19.4% | $145,978+27.3% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 11.79% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,656 | $5,316-50.0% | $4,675-43.2% | $4,662-43.0% |
| Participant deferral / active EE | $5,492 | $6,466-15.1% | $5,629-2.4% | $6,690-17.9% |
| Admin fee / account holder | $1,352 | $19,327-93.0% | $15,923-91.5% | $13,400-89.9% |