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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 | $237,862 | $183,516+29.6% | $155,534+52.9% | $145,884+63.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 17.64% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,508 | $5,315-71.6% | $4,675-67.8% | $4,662-67.7% |
| Participant deferral / active EE | $6,942 | $6,467+7.4% | $5,630+23.3% | $6,690+3.8% |
| Admin fee / account holder | $806 | $19,293-95.8% | $15,900-94.9% | $13,392-94.0% |