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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 | $219,816 | $162,136+35.6% | $152,301+44.3% | $154,746+42.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 17.80% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,213 | $4,890-75.2% | $4,624-73.8% | $4,379-72.3% |
| Participant deferral / active EE | $5,990 | $8,341-28.2% | $8,004-25.2% | $6,730-11.0% |
| Admin fee / account holder | $3,312 | $15,759-79.0% | $14,398-77.0% | $14,365-76.9% |