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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 | $190,444 | $162,136+17.5% | $152,301+25.0% | $154,746+23.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 20.33% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,663 | $4,890-25.1% | $4,624-20.8% | $4,379-16.4% |
| Participant deferral / active EE | $11,263 | $8,341+35.0% | $8,004+40.7% | $6,730+67.3% |
| Admin fee / account holder | $6,459 | $15,759-59.0% | $14,398-55.1% | $14,365-55.0% |