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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 | $182,094 | $148,623+22.5% | $135,974+33.9% | $139,466+30.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.39% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,025 | $5,246-80.5% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $8,223 | $8,103+1.5% | $7,760+6.0% | $6,712+22.5% |
| Admin fee / account holder | $2,867 | $12,406-76.9% | $10,767-73.4% | $11,409-74.9% |