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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 | $197,058 | $156,398+26.0% | $147,318+33.8% | $138,895+41.9% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 14.59% | 78.75%-64.2pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,813 | $4,853-62.6% | $4,593-60.5% | $4,194-56.8% |
| Participant deferral / active EE | $3,627 | $8,237-56.0% | $7,906-54.1% | $6,396-43.3% |
| Admin fee / account holder | $601 | $14,976-96.0% | $13,708-95.6% | $12,562-95.2% |