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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 | $219,617 | $174,379+25.9% | $152,093+44.4% | $138,895+58.1% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 13.54% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,541 | $4,652-66.9% | $4,175-63.1% | $4,194-63.2% |
| Participant deferral / active EE | $3,090 | $6,159-49.8% | $5,451-43.3% | $6,396-51.7% |
| Admin fee / account holder | $2,004 | $16,880-88.1% | $14,497-86.2% | $12,562-84.0% |