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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 | $162,136+32.6% | $152,301+41.1% | $154,746+38.9% |
| Participation rate | 52.9% | 84.1%-31.2pp | 82.4%-29.5pp | 80.7%-27.8pp |
| Annual return | 13.53% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,319 | $4,890-52.6% | $4,624-49.9% | $4,379-47.0% |
| Participant deferral / active EE | $4,864 | $8,341-41.7% | $8,004-39.2% | $6,730-27.7% |
| Admin fee / account holder | $14,409 | $15,759-8.6% | $14,398+0.1% | $14,365+0.3% |