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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 | $223,603 | $183,539+21.8% | $155,556+43.7% | $145,897+53.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 18.94% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,520 | $5,315-71.4% | $4,675-67.5% | $4,663-67.4% |
| Participant deferral / active EE | $4,773 | $6,467-26.2% | $5,631-15.2% | $6,689-28.7% |
| Admin fee / account holder | $2,081 | $19,275-89.2% | $15,885-86.9% | $13,390-84.5% |