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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 | $199,597 | $183,516+8.8% | $155,534+28.3% | $145,884+36.8% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 11.84% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,179 | $5,315-77.8% | $4,675-74.8% | $4,662-74.7% |
| Participant deferral / active EE | $3,462 | $6,467-46.5% | $5,630-38.5% | $6,690-48.3% |
| Admin fee / account holder | $2,120 | $19,293-89.0% | $15,900-86.7% | $13,392-84.2% |