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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 | $203,730 | $162,136+25.7% | $152,301+33.8% | $154,746+31.7% |
| Participation rate | 35.7% | 84.1%-48.4pp | 82.4%-46.7pp | 80.7%-45.0pp |
| Annual return | 16.57% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,728 | $4,890-44.2% | $4,624-41.0% | $4,379-37.7% |
| Participant deferral / active EE | $4,780 | $8,341-42.7% | $8,004-40.3% | $6,730-29.0% |
| Admin fee / account holder | $1,379 | $15,759-91.3% | $14,398-90.4% | $14,365-90.4% |