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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 | $206,894 | $156,398+32.3% | $147,318+40.4% | $138,895+49.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 18.52% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,171 | $4,853-55.3% | $4,593-52.7% | $4,194-48.2% |
| Participant deferral / active EE | $13,371 | $8,237+62.3% | $7,906+69.1% | $6,396+109.0% |
| Admin fee / account holder | $315 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |