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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 | $204,130 | $183,516+11.2% | $155,534+31.2% | $145,884+39.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 16.40% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,785 | $5,315-47.6% | $4,675-40.4% | $4,662-40.3% |
| Participant deferral / active EE | $7,021 | $6,467+8.6% | $5,630+24.7% | $6,690+5.0% |
| Admin fee / account holder | $142,332 | $19,293+637.7% | $15,900+795.2% | $13,392+962.8% |