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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 | $228,940 | $208,088+10.0% | $186,193+23.0% | $154,746+47.9% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.7pp | 80.7%-35.2pp |
| Annual return | 12.59% | 89.97%-77.4pp | 78.03%-65.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,335 | $4,340-69.2% | $3,918-65.9% | $4,379-69.5% |
| Participant deferral / active EE | $4,447 | $7,078-37.2% | $6,513-31.7% | $6,730-33.9% |
| Admin fee / account holder | $1,737 | $11,698-85.2% | $11,058-84.3% | $14,365-87.9% |