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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 | $192,542 | $183,516+4.9% | $155,534+23.8% | $145,884+32.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.11% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,087 | $5,315-60.7% | $4,675-55.4% | $4,662-55.2% |
| Participant deferral / active EE | $8,415 | $6,467+30.1% | $5,630+49.5% | $6,690+25.8% |
| Admin fee / account holder | $2,806 | $19,293-85.5% | $15,900-82.4% | $13,392-79.0% |