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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 | $188,528 | $156,398+20.5% | $147,318+28.0% | $138,895+35.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.71% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,035 | $4,853-78.7% | $4,593-77.5% | $4,194-75.3% |
| Participant deferral / active EE | $3,783 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $873 | $14,976-94.2% | $13,708-93.6% | $12,562-93.0% |