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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 | $239,524 | $227,399+5.3% | $189,758+26.2% | $198,609+20.6% |
| Participation rate | 54.5% | 84.0%-29.5pp | 79.8%-25.3pp | 82.4%-27.8pp |
| Annual return | 14.83% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $3,178 | $5,526-42.5% | $4,767-33.3% | $5,055-37.1% |
| Participant deferral / active EE | $8,763 | $6,837+28.2% | $5,856+49.6% | $6,977+25.6% |
| Admin fee / account holder | $3,192 | $25,162-87.3% | $20,388-84.3% | $19,030-83.2% |