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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 | $234,732 | $155,555+50.9% | $146,866+59.8% | $155,188+51.3% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.5%-43.6pp | 80.8%-41.9pp |
| Annual return | 19.54% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,077 | $4,647-55.3% | $4,425-53.1% | $4,248-51.1% |
| Participant deferral / active EE | $7,079 | $8,044-12.0% | $7,759-8.8% | $6,531+8.4% |
| Admin fee / account holder | $3,573 | $14,755-75.8% | $13,620-73.8% | $14,480-75.3% |