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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 | $193,283 | $183,516+5.3% | $155,534+24.3% | $145,884+32.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.80% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,123 | $5,315-78.9% | $4,675-76.0% | $4,662-75.9% |
| Participant deferral / active EE | $2,576 | $6,467-60.2% | $5,630-54.3% | $6,690-61.5% |
| Admin fee / account holder | $4,298 | $19,293-77.7% | $15,900-73.0% | $13,392-67.9% |