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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 | $190,500 | $174,379+9.2% | $152,093+25.3% | $138,895+37.2% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,602 | $4,652-44.1% | $4,175-37.7% | $4,194-38.0% |
| Participant deferral / active EE | $8,941 | $6,159+45.2% | $5,451+64.0% | $6,396+39.8% |
| Admin fee / account holder | $584 | $16,880-96.5% | $14,497-96.0% | $12,562-95.4% |