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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 | $217,935 | $185,312+17.6% | $161,489+35.0% | $154,746+40.8% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 14.08% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,448 | $4,769-69.6% | $4,268-66.1% | $4,379-66.9% |
| Participant deferral / active EE | $3,970 | $6,350-37.5% | $5,630-29.5% | $6,730-41.0% |
| Admin fee / account holder | $2,314 | $18,654-87.6% | $16,006-85.5% | $14,365-83.9% |