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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 | $194,487 | $114,119+70.4% | $107,187+81.4% | $138,895+40.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 19.69% | 273.21%-253.5pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $948 | $4,059-76.6% | $3,782-74.9% | $4,194-77.4% |
| Participant deferral / active EE | $2,513 | $5,538-54.6% | $5,096-50.7% | $6,396-60.7% |
| Admin fee / account holder | $16,728 | $10,024+66.9% | $9,162+82.6% | $12,562+33.2% |