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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 | $190,344 | $183,592+3.7% | $155,574+22.3% | $145,877+30.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.46% | 61.37%-41.9pp | 64.87%-45.4pp | 551.28%-531.8pp |
| Employer contribution / active EE | $2,929 | $5,317-44.9% | $4,676-37.4% | $4,663-37.2% |
| Participant deferral / active EE | $6,912 | $6,466+6.9% | $5,629+22.8% | $6,691+3.3% |
| Admin fee / account holder | $5,400 | $19,316-72.0% | $15,914-66.1% | $13,402-59.7% |