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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 | $185,162 | $183,516+0.9% | $155,534+19.0% | $145,884+26.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.95% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,643 | $5,315-69.1% | $4,675-64.9% | $4,662-64.8% |
| Participant deferral / active EE | $4,098 | $6,467-36.6% | $5,630-27.2% | $6,690-38.7% |
| Admin fee / account holder | $2,034 | $19,293-89.5% | $15,900-87.2% | $13,392-84.8% |