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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 | $209,455 | $162,136+29.2% | $152,301+37.5% | $154,746+35.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 12.83% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,495 | $4,890-69.4% | $4,624-67.7% | $4,379-65.9% |
| Participant deferral / active EE | $8,277 | $8,341-0.8% | $8,004+3.4% | $6,730+23.0% |
| Admin fee / account holder | $900 | $15,759-94.3% | $14,398-93.8% | $14,365-93.7% |