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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 | $227,931 | $162,785+40.0% | $133,959+70.2% | $158,950+43.4% |
| Participation rate | 41.7% | 83.2%-41.6pp | 79.8%-38.2pp | 82.0%-40.3pp |
| Annual return | 13.50% | 41.94%-28.4pp | 45.09%-31.6pp | 302.91%-289.4pp |
| Employer contribution / active EE | $956 | $4,975-80.8% | $3,919-75.6% | $4,762-79.9% |
| Participant deferral / active EE | $4,208 | $5,910-28.8% | $5,047-16.6% | $5,983-29.7% |
| Admin fee / account holder | $853 | $11,738-92.7% | $8,928-90.4% | $11,248-92.4% |