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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 | $213,282 | $175,231+21.7% | $149,696+42.5% | $139,466+52.9% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 45.44% | 166.77%-121.3pp | 134.46%-89.0pp | 373.66%-328.2pp |
| Employer contribution / active EE | $1,914 | $5,478-65.1% | $4,821-60.3% | $4,754-59.7% |
| Participant deferral / active EE | $2,163 | $6,521-66.8% | $5,682-61.9% | $6,712-67.8% |
| Admin fee / account holder | $1,755 | $16,155-89.1% | $13,212-86.7% | $11,409-84.6% |