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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 | $211,932 | $183,592+15.4% | $155,574+36.2% | $145,877+45.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 9.01% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,215 | $5,317-39.5% | $4,676-31.2% | $4,663-31.0% |
| Participant deferral / active EE | $5,975 | $6,466-7.6% | $5,629+6.1% | $6,691-10.7% |
| Admin fee / account holder | $31,973 | $19,316+65.5% | $15,914+100.9% | $13,402+138.6% |