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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 | $222,253 | $162,136+37.1% | $152,301+45.9% | $154,746+43.6% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 13.27% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,523 | $4,890-27.9% | $4,624-23.8% | $4,379-19.5% |
| Participant deferral / active EE | $2,674 | $8,341-67.9% | $8,004-66.6% | $6,730-60.3% |
| Admin fee / account holder | $801 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |