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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 | $183,516+9.5% | $155,534+29.2% | $145,884+37.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.99% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,927 | $5,315-63.7% | $4,675-58.8% | $4,662-58.7% |
| Participant deferral / active EE | $3,889 | $6,467-39.9% | $5,630-30.9% | $6,690-41.9% |
| Admin fee / account holder | $1,770 | $19,293-90.8% | $15,900-88.9% | $13,392-86.8% |