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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 | $213,457 | $156,398+36.5% | $147,318+44.9% | $138,895+53.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.75% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,433 | $4,853-70.5% | $4,593-68.8% | $4,194-65.8% |
| Participant deferral / active EE | $6,689 | $8,237-18.8% | $7,906-15.4% | $6,396+4.6% |
| Admin fee / account holder | $1,076 | $14,976-92.8% | $13,708-92.2% | $12,562-91.4% |