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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 | $211,055 | $196,972+7.1% | $182,262+15.8% | $198,609+6.3% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 15.96% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,739 | $5,364-48.9% | $5,046-45.7% | $5,055-45.8% |
| Participant deferral / active EE | $7,030 | $8,643-18.7% | $8,276-15.1% | $6,977+0.8% |
| Admin fee / account holder | $1,942 | $18,429-89.5% | $16,712-88.4% | $19,030-89.8% |