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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 | $210,610 | $183,592+14.7% | $155,567+35.4% | $145,959+44.3% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.0pp | 80.3%-17.1pp |
| Annual return | 14.23% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,557 | $5,315-51.9% | $4,674-45.3% | $4,661-45.1% |
| Participant deferral / active EE | $7,330 | $6,464+13.4% | $5,628+30.2% | $6,689+9.6% |
| Admin fee / account holder | $4,857 | $19,318-74.9% | $15,916-69.5% | $13,398-63.7% |