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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 | $215,713 | $155,555+38.7% | $146,866+46.9% | $155,188+39.0% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.5%-55.2pp | 80.8%-53.5pp |
| Annual return | 14.13% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,178 | $4,647-74.7% | $4,425-73.4% | $4,248-72.3% |
| Participant deferral / active EE | $4,850 | $8,044-39.7% | $7,759-37.5% | $6,531-25.7% |
| Admin fee / account holder | $1,276 | $14,755-91.4% | $13,620-90.6% | $14,480-91.2% |