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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 | $204,455 | $183,539+11.4% | $155,556+31.4% | $145,897+40.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.51% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $9,257 | $5,315+74.2% | $4,675+98.0% | $4,663+98.5% |
| Participant deferral / active EE | $8,240 | $6,467+27.4% | $5,631+46.3% | $6,689+23.2% |
| Admin fee / account holder | $11,966 | $19,275-37.9% | $15,885-24.7% | $13,390-10.6% |