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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 | $245,603 | $162,136+51.5% | $152,301+61.3% | $154,746+58.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 14.63% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,200 | $4,890-34.6% | $4,624-30.8% | $4,379-26.9% |
| Participant deferral / active EE | $6,333 | $8,341-24.1% | $8,004-20.9% | $6,730-5.9% |
| Admin fee / account holder | $7,210 | $15,759-54.2% | $14,398-49.9% | $14,365-49.8% |