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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 | $207,818 | $162,136+28.2% | $152,301+36.5% | $154,746+34.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.84% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,323 | $4,890-52.5% | $4,624-49.8% | $4,379-47.0% |
| Participant deferral / active EE | $5,999 | $8,341-28.1% | $8,004-25.1% | $6,730-10.9% |
| Admin fee / account holder | $779 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |