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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 | $180,237 | $154,228+16.9% | $145,433+23.9% | $137,256+31.3% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.59% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,117 | $4,804-76.8% | $4,554-75.5% | $4,156-73.1% |
| Participant deferral / active EE | $4,903 | $8,216-40.3% | $7,897-37.9% | $6,407-23.5% |
| Admin fee / account holder | $11,562 | $14,344-19.4% | $13,129-11.9% | $12,270-5.8% |