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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 | $193,903 | $183,539+5.6% | $155,556+24.7% | $145,897+32.9% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 21.41% | 61.31%-39.9pp | 64.84%-43.4pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,420 | $5,315-54.5% | $4,675-48.2% | $4,663-48.1% |
| Participant deferral / active EE | $4,815 | $6,467-25.5% | $5,631-14.5% | $6,689-28.0% |
| Admin fee / account holder | $1,362 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |