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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 | $236,377 | $197,625+19.6% | $177,840+32.9% | $158,966+48.7% |
| Participation rate | 52.6% | 88.5%-35.9pp | 87.7%-35.1pp | 82.0%-29.3pp |
| Annual return | 16.82% | 58.76%-41.9pp | 48.32%-31.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,607 | $6,698-61.1% | $5,919-55.9% | $4,762-45.3% |
| Participant deferral / active EE | $5,871 | $8,405-30.2% | $7,714-23.9% | $5,983-1.9% |
| Admin fee / account holder | $1,693 | $15,405-89.0% | $12,431-86.4% | $11,250-84.9% |