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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 | $228,926 | $162,136+41.2% | $152,301+50.3% | $154,746+47.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,533 | $4,890-48.2% | $4,624-45.2% | $4,379-42.1% |
| Participant deferral / active EE | $10,938 | $8,341+31.1% | $8,004+36.7% | $6,730+62.5% |
| Admin fee / account holder | $1,773 | $15,759-88.8% | $14,398-87.7% | $14,365-87.7% |