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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 | $186,098 | $183,516+1.4% | $155,534+19.7% | $145,884+27.6% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 14.37% | 61.43%-47.1pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,038 | $5,315-80.5% | $4,675-77.8% | $4,662-77.7% |
| Participant deferral / active EE | $4,832 | $6,467-25.3% | $5,630-14.2% | $6,690-27.8% |
| Admin fee / account holder | $4,349 | $19,293-77.5% | $15,900-72.6% | $13,392-67.5% |