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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 | $199,758 | $183,516+8.9% | $155,534+28.4% | $145,884+36.9% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 17.44% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,729 | $5,315-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $6,439 | $6,467-0.4% | $5,630+14.4% | $6,690-3.7% |
| Admin fee / account holder | $2,233 | $19,293-88.4% | $15,900-86.0% | $13,392-83.3% |