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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 | $221,146 | $217,432+1.7% | $185,849+19.0% | $167,536+32.0% |
| Participation rate | 55.0% | 86.1%-31.1pp | 81.7%-26.7pp | 82.1%-27.1pp |
| Annual return | 15.94% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,715 | $5,875-70.8% | $5,169-66.8% | $4,839-64.6% |
| Participant deferral / active EE | $3,447 | $6,357-45.8% | $5,569-38.1% | $6,342-45.6% |
| Admin fee / account holder | $5,255 | $19,818-73.5% | $16,244-67.6% | $12,315-57.3% |