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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 | $215,570 | $162,136+33.0% | $152,301+41.5% | $154,746+39.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.63% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,344 | $4,890-11.2% | $4,624-6.1% | $4,379-0.8% |
| Participant deferral / active EE | $9,414 | $8,341+12.9% | $8,004+17.6% | $6,730+39.9% |
| Admin fee / account holder | $6,809 | $15,759-56.8% | $14,398-52.7% | $14,365-52.6% |