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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 | $214,548 | $185,883+15.4% | $170,043+26.2% | $139,466+53.8% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 15.59% | 60.54%-45.0pp | 53.40%-37.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,134 | $7,596-58.7% | $6,790-53.8% | $4,754-34.1% |
| Participant deferral / active EE | $7,832 | $11,626-32.6% | $10,410-24.8% | $6,712+16.7% |
| Admin fee / account holder | $14,924 | $15,393-3.0% | $12,824+16.4% | $11,409+30.8% |