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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 | $218,130 | $162,136+34.5% | $152,301+43.2% | $154,746+41.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.79% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $924 | $4,890-81.1% | $4,624-80.0% | $4,379-78.9% |
| Participant deferral / active EE | $5,215 | $8,341-37.5% | $8,004-34.8% | $6,730-22.5% |
| Admin fee / account holder | $6,028 | $15,759-61.7% | $14,398-58.1% | $14,365-58.0% |