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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 | $222,912 | $212,386+5.0% | $199,883+11.5% | $138,895+60.5% |
| Participation rate | 59.1% | 87.4%-28.3pp | 86.8%-27.7pp | 79.9%-20.8pp |
| Annual return | 16.68% | 47.75%-31.1pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,712 | $6,625-59.1% | $6,261-56.7% | $4,194-35.4% |
| Participant deferral / active EE | $5,504 | $9,617-42.8% | $9,138-39.8% | $6,396-14.0% |
| Admin fee / account holder | $2,940 | $18,233-83.9% | $17,268-83.0% | $12,562-76.6% |