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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 | $195,468 | $148,582+31.6% | $135,942+43.8% | $139,456+40.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.89% | 79.26%-64.4pp | 68.28%-53.4pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,348 | $5,245-74.3% | $4,858-72.3% | $4,753-71.6% |
| Participant deferral / active EE | $17,576 | $8,101+117.0% | $7,759+126.5% | $6,711+161.9% |
| Admin fee / account holder | $18,140 | $12,402+46.3% | $10,764+68.5% | $11,407+59.0% |