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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 | $226,934 | $154,228+47.1% | $145,433+56.0% | $137,256+65.3% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 13.49% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,919 | $4,804-60.1% | $4,554-57.9% | $4,156-53.8% |
| Participant deferral / active EE | $7,290 | $8,216-11.3% | $7,897-7.7% | $6,407+13.8% |
| Admin fee / account holder | $830 | $14,344-94.2% | $13,129-93.7% | $12,270-93.2% |