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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 | $213,417 | $178,174+19.8% | $156,181+36.6% | $137,256+55.5% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.8%-14.1pp | 80.0%-15.3pp |
| Annual return | 13.41% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,643 | $4,972-26.7% | $4,294-15.2% | $4,156-12.3% |
| Participant deferral / active EE | $4,852 | $6,888-29.6% | $6,132-20.9% | $6,407-24.3% |
| Admin fee / account holder | $6,652 | $17,404-61.8% | $14,586-54.4% | $12,270-45.8% |