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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 | $201,020 | $183,592+9.5% | $155,574+29.2% | $145,877+37.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.99% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,927 | $5,317-63.8% | $4,676-58.8% | $4,663-58.7% |
| Participant deferral / active EE | $3,889 | $6,466-39.9% | $5,629-30.9% | $6,691-41.9% |
| Admin fee / account holder | $1,770 | $19,316-90.8% | $15,914-88.9% | $13,402-86.8% |