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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 | $216,433 | $155,555+39.1% | $146,866+47.4% | $155,188+39.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.96% | 115.41%-99.5pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,816 | $4,647-60.9% | $4,425-59.0% | $4,248-57.2% |
| Participant deferral / active EE | $7,748 | $8,044-3.7% | $7,759-0.1% | $6,531+18.6% |
| Admin fee / account holder | $454 | $14,755-96.9% | $13,620-96.7% | $14,480-96.9% |