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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 | $204,646 | $183,516+11.5% | $155,534+31.6% | $145,884+40.3% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 13.51% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,422 | $5,315-73.3% | $4,675-69.6% | $4,662-69.5% |
| Participant deferral / active EE | $5,493 | $6,467-15.1% | $5,630-2.4% | $6,690-17.9% |
| Admin fee / account holder | $17,454 | $19,293-9.5% | $15,900+9.8% | $13,392+30.3% |