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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 | $219,620 | $156,398+40.4% | $147,318+49.1% | $138,895+58.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 14.52% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,012 | $4,853-79.2% | $4,593-78.0% | $4,194-75.9% |
| Participant deferral / active EE | $4,152 | $8,237-49.6% | $7,906-47.5% | $6,396-35.1% |
| Admin fee / account holder | $17,688 | $14,976+18.1% | $13,708+29.0% | $12,562+40.8% |