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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 | $206,336 | $183,539+12.4% | $155,556+32.6% | $145,897+41.4% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-51.0pp | 80.3%-53.0pp |
| Annual return | 11.34% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,586 | $5,315-70.2% | $4,675-66.1% | $4,663-66.0% |
| Participant deferral / active EE | $2,819 | $6,467-56.4% | $5,631-49.9% | $6,689-57.9% |
| Admin fee / account holder | $2,446 | $19,275-87.3% | $15,885-84.6% | $13,390-81.7% |