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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 | $219,200 | $156,398+40.2% | $147,318+48.8% | $138,895+57.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.63% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,535 | $4,853-47.8% | $4,593-44.8% | $4,194-39.6% |
| Participant deferral / active EE | $9,013 | $8,237+9.4% | $7,906+14.0% | $6,396+40.9% |
| Admin fee / account holder | $4,852 | $14,976-67.6% | $13,708-64.6% | $12,562-61.4% |