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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 | $230,953 | $162,136+42.4% | $152,301+51.6% | $154,746+49.2% |
| Participation rate | 52.2% | 84.1%-31.9pp | 82.4%-30.3pp | 80.7%-28.5pp |
| Annual return | 16.26% | 91.02%-74.8pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,553 | $4,890-68.2% | $4,624-66.4% | $4,379-64.5% |
| Participant deferral / active EE | $5,021 | $8,341-39.8% | $8,004-37.3% | $6,730-25.4% |
| Admin fee / account holder | $820 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |