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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 | $196,323 | $185,312+5.9% | $161,489+21.6% | $154,746+26.9% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.7%-47.9pp | 80.7%-49.9pp |
| Annual return | 14.23% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,055 | $4,769-77.9% | $4,268-75.3% | $4,379-75.9% |
| Participant deferral / active EE | $5,600 | $6,350-11.8% | $5,630-0.5% | $6,730-16.8% |
| Admin fee / account holder | $29,478 | $18,654+58.0% | $16,006+84.2% | $14,365+105.2% |