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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 | $204,055 | $154,228+32.3% | $145,433+40.3% | $137,256+48.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.96% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,233 | $4,804-74.3% | $4,554-72.9% | $4,156-70.3% |
| Participant deferral / active EE | $3,083 | $8,216-62.5% | $7,897-61.0% | $6,407-51.9% |
| Admin fee / account holder | $817 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |