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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 | $181,044 | $172,111+5.2% | $150,298+20.5% | $137,256+31.9% |
| Participation rate | 55.0% | 81.7%-26.7pp | 77.8%-22.8pp | 80.0%-25.0pp |
| Annual return | 14.49% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,406 | $4,636-48.1% | $4,154-42.1% | $4,156-42.1% |
| Participant deferral / active EE | $5,715 | $6,166-7.3% | $5,453+4.8% | $6,407-10.8% |
| Admin fee / account holder | $31,228 | $16,471+89.6% | $14,116+121.2% | $12,270+154.5% |