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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 | $233,471 | $183,592+27.2% | $155,574+50.1% | $145,877+60.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.35% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,001 | $5,317-62.4% | $4,676-57.2% | $4,663-57.1% |
| Participant deferral / active EE | $5,678 | $6,466-12.2% | $5,629+0.9% | $6,691-15.1% |
| Admin fee / account holder | $1,377 | $19,316-92.9% | $15,914-91.4% | $13,402-89.7% |