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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 | $183,516+15.5% | $155,534+36.3% | $145,884+45.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 9.01% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,215 | $5,315-39.5% | $4,675-31.2% | $4,662-31.0% |
| Participant deferral / active EE | $5,975 | $6,467-7.6% | $5,630+6.1% | $6,690-10.7% |
| Admin fee / account holder | $31,973 | $19,293+65.7% | $15,900+101.1% | $13,392+138.7% |