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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 | $198,566 | $183,516+8.2% | $155,534+27.7% | $145,884+36.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 11.79% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,461 | $5,315-53.7% | $4,675-47.3% | $4,662-47.2% |
| Participant deferral / active EE | $9,339 | $6,467+44.4% | $5,630+65.9% | $6,690+39.6% |
| Admin fee / account holder | $628 | $19,293-96.7% | $15,900-96.0% | $13,392-95.3% |