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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 | $214,869 | $162,136+32.5% | $152,301+41.1% | $154,746+38.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.79% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,660 | $4,890-66.1% | $4,624-64.1% | $4,379-62.1% |
| Participant deferral / active EE | $6,336 | $8,341-24.0% | $8,004-20.8% | $6,730-5.9% |
| Admin fee / account holder | $1,345 | $15,759-91.5% | $14,398-90.7% | $14,365-90.6% |