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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 | $222,703 | $183,516+21.4% | $155,534+43.2% | $145,884+52.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.45% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,522 | $5,315-33.7% | $4,675-24.7% | $4,662-24.5% |
| Participant deferral / active EE | $4,011 | $6,467-38.0% | $5,630-28.8% | $6,690-40.0% |
| Admin fee / account holder | $1,996 | $19,293-89.7% | $15,900-87.4% | $13,392-85.1% |