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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 | $190,183 | $183,627+3.6% | $155,602+22.2% | $145,978+30.3% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.4pp | 80.3%-43.5pp |
| Annual return | 9.67% | 61.32%-51.7pp | 64.81%-55.1pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,354 | $5,316-55.7% | $4,675-49.6% | $4,662-49.5% |
| Participant deferral / active EE | $4,764 | $6,466-26.3% | $5,629-15.4% | $6,690-28.8% |
| Admin fee / account holder | $4,265 | $19,327-77.9% | $15,923-73.2% | $13,400-68.2% |