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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 | $218,018 | $183,516+18.8% | $155,534+40.2% | $145,884+49.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.00% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,614 | $5,315-50.8% | $4,675-44.1% | $4,662-43.9% |
| Participant deferral / active EE | $9,554 | $6,467+47.7% | $5,630+69.7% | $6,690+42.8% |
| Admin fee / account holder | $2,218 | $19,293-88.5% | $15,900-86.1% | $13,392-83.4% |