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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 | $221,437 | $182,442+21.4% | $163,379+35.5% | $138,895+59.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 13.49% | 72.74%-59.2pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $960 | $4,159-76.9% | $3,752-74.4% | $4,194-77.1% |
| Participant deferral / active EE | $3,403 | $6,817-50.1% | $6,282-45.8% | $6,396-46.8% |
| Admin fee / account holder | $1,893 | $10,396-81.8% | $9,818-80.7% | $12,562-84.9% |