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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 | $182,005 | $166,089+9.6% | $164,928+10.4% | $145,978+24.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 19.40% | 100.26%-80.9pp | 70.08%-50.7pp | 550.52%-531.1pp |
| Employer contribution / active EE | $2,179 | $5,276-58.7% | $4,343-49.8% | $4,662-53.3% |
| Participant deferral / active EE | $6,552 | $6,961-5.9% | $6,034+8.6% | $6,690-2.1% |
| Admin fee / account holder | $2,619 | $16,641-84.3% | $12,684-79.4% | $13,400-80.5% |