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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 | $205,786 | $183,592+12.1% | $155,574+32.3% | $145,877+41.1% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 21.75% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $3,305 | $5,317-37.8% | $4,676-29.3% | $4,663-29.1% |
| Participant deferral / active EE | $8,533 | $6,466+32.0% | $5,629+51.6% | $6,691+27.5% |
| Admin fee / account holder | $31,939 | $19,316+65.3% | $15,914+100.7% | $13,402+138.3% |