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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 | $198,026 | $162,136+22.1% | $152,301+30.0% | $154,746+28.0% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 11.66% | 91.02%-79.4pp | 80.50%-68.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,670 | $4,890-65.9% | $4,624-63.9% | $4,379-61.9% |
| Participant deferral / active EE | $13,210 | $8,341+58.4% | $8,004+65.0% | $6,730+96.3% |
| Admin fee / account holder | $32,592 | $15,759+106.8% | $14,398+126.4% | $14,365+126.9% |