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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 | $179,565 | $166,242+8.0% | $165,071+8.8% | $145,884+23.1% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 17.90% | 100.44%-82.5pp | 70.17%-52.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $2,510 | $5,283-52.5% | $4,347-42.3% | $4,662-46.2% |
| Participant deferral / active EE | $6,788 | $6,964-2.5% | $6,035+12.5% | $6,690+1.5% |
| Admin fee / account holder | $14,160 | $16,658-15.0% | $12,695+11.5% | $13,392+5.7% |