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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 | $201,761 | $154,228+30.8% | $145,433+38.7% | $137,256+47.0% |
| Participation rate | 56.5% | 83.8%-27.3pp | 82.1%-25.6pp | 80.0%-23.4pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,262 | $4,804-73.7% | $4,554-72.3% | $4,156-69.6% |
| Participant deferral / active EE | $3,770 | $8,216-54.1% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $10,821 | $14,344-24.6% | $13,129-17.6% | $12,270-11.8% |