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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 | $194,356 | $155,555+24.9% | $146,866+32.3% | $155,188+25.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 17.95% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,969 | $4,647-57.6% | $4,425-55.5% | $4,248-53.6% |
| Participant deferral / active EE | $10,368 | $8,044+28.9% | $7,759+33.6% | $6,531+58.7% |
| Admin fee / account holder | $360 | $14,755-97.6% | $13,620-97.4% | $14,480-97.5% |