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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 | $207,818 | $196,972+5.5% | $182,262+14.0% | $198,609+4.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.84% | 158.27%-140.4pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,323 | $5,364-56.7% | $5,046-54.0% | $5,055-54.1% |
| Participant deferral / active EE | $5,999 | $8,643-30.6% | $8,276-27.5% | $6,977-14.0% |
| Admin fee / account holder | $779 | $18,429-95.8% | $16,712-95.3% | $19,030-95.9% |