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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 | $201,292 | $156,398+28.7% | $147,318+36.6% | $138,895+44.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 18.71% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,953 | $4,853-59.8% | $4,593-57.5% | $4,194-53.4% |
| Participant deferral / active EE | $8,789 | $8,237+6.7% | $7,906+11.2% | $6,396+37.4% |
| Admin fee / account holder | $1,071 | $14,976-92.8% | $13,708-92.2% | $12,562-91.5% |