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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 | $189,097 | $183,627+3.0% | $155,602+21.5% | $145,978+29.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.12% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,418 | $5,316-54.5% | $4,675-48.3% | $4,662-48.1% |
| Participant deferral / active EE | $6,272 | $6,466-3.0% | $5,629+11.4% | $6,690-6.2% |
| Admin fee / account holder | $1,137 | $19,327-94.1% | $15,923-92.9% | $13,400-91.5% |