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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 | $218,808 | $162,136+35.0% | $152,301+43.7% | $154,746+41.4% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 12.00% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,952 | $4,890-60.1% | $4,624-57.8% | $4,379-55.4% |
| Participant deferral / active EE | $5,799 | $8,341-30.5% | $8,004-27.5% | $6,730-13.8% |
| Admin fee / account holder | $2,103 | $15,759-86.7% | $14,398-85.4% | $14,365-85.4% |