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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 | $214,922 | $154,228+39.4% | $145,433+47.8% | $137,256+56.6% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,319 | $4,804-51.7% | $4,554-49.1% | $4,156-44.2% |
| Participant deferral / active EE | $4,864 | $8,216-40.8% | $7,897-38.4% | $6,407-24.1% |
| Admin fee / account holder | $14,409 | $14,344+0.5% | $13,129+9.7% | $12,270+17.4% |