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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 | $192,917 | $165,381+16.7% | $149,730+28.8% | $158,966+21.4% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 12.79% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.2pp |
| Employer contribution / active EE | $1,755 | $5,104-65.6% | $4,645-62.2% | $4,762-63.1% |
| Participant deferral / active EE | $5,327 | $7,182-25.8% | $6,843-22.1% | $5,983-11.0% |
| Admin fee / account holder | $4,330 | $10,809-59.9% | $9,310-53.5% | $11,250-61.5% |