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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 | $227,713 | $185,312+22.9% | $161,489+41.0% | $154,746+47.2% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 16.64% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,009 | $4,769-78.9% | $4,268-76.4% | $4,379-77.0% |
| Participant deferral / active EE | $7,397 | $6,350+16.5% | $5,630+31.4% | $6,730+9.9% |
| Admin fee / account holder | $1,297 | $18,654-93.0% | $16,006-91.9% | $14,365-91.0% |