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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 | $216,099 | $181,062+19.4% | $158,223+36.6% | $155,188+39.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.92% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,092 | $4,565-54.2% | $4,109-49.1% | $4,248-50.7% |
| Participant deferral / active EE | $2,476 | $6,134-59.6% | $5,467-54.7% | $6,531-62.1% |
| Admin fee / account holder | $3,572 | $18,825-81.0% | $16,047-77.7% | $14,480-75.3% |