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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 | $243,864 | $174,379+39.8% | $152,093+60.3% | $138,895+75.6% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 19.54% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,547 | $4,652-66.7% | $4,175-62.9% | $4,194-63.1% |
| Participant deferral / active EE | $6,400 | $6,159+3.9% | $5,451+17.4% | $6,396+0.1% |
| Admin fee / account holder | $1,067 | $16,880-93.7% | $14,497-92.6% | $12,562-91.5% |