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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 | $239,359 | $183,516+30.4% | $155,534+53.9% | $145,884+64.1% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 11.68% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,489 | $5,315-53.2% | $4,675-46.8% | $4,662-46.6% |
| Participant deferral / active EE | $5,534 | $6,467-14.4% | $5,630-1.7% | $6,690-17.3% |
| Admin fee / account holder | $5,647 | $19,293-70.7% | $15,900-64.5% | $13,392-57.8% |