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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 | $194,533 | $162,136+20.0% | $152,301+27.7% | $154,746+25.7% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 12.67% | 91.02%-78.4pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,221 | $4,890-34.1% | $4,624-30.3% | $4,379-26.4% |
| Participant deferral / active EE | $4,865 | $8,341-41.7% | $8,004-39.2% | $6,730-27.7% |
| Admin fee / account holder | $4,847 | $15,759-69.2% | $14,398-66.3% | $14,365-66.3% |