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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 | $186,868 | $162,136+15.3% | $152,301+22.7% | $154,746+20.8% |
| Participation rate | 56.3% | 84.1%-27.9pp | 82.4%-26.2pp | 80.7%-24.5pp |
| Annual return | 17.40% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,520 | $4,890-48.5% | $4,624-45.5% | $4,379-42.5% |
| Participant deferral / active EE | $4,500 | $8,341-46.1% | $8,004-43.8% | $6,730-33.1% |
| Admin fee / account holder | $4,269 | $15,759-72.9% | $14,398-70.3% | $14,365-70.3% |