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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 | $197,250 | $162,136+21.7% | $152,301+29.5% | $154,746+27.5% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 14.47% | 91.02%-76.6pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $987 | $4,890-79.8% | $4,624-78.7% | $4,379-77.5% |
| Participant deferral / active EE | $2,773 | $8,341-66.8% | $8,004-65.3% | $6,730-58.8% |
| Admin fee / account holder | $5,600 | $15,759-64.5% | $14,398-61.1% | $14,365-61.0% |