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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 | $224,266 | $185,312+21.0% | $161,489+38.9% | $154,746+44.9% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 12.56% | 103.84%-91.3pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,640 | $4,769-65.6% | $4,268-61.6% | $4,379-62.5% |
| Participant deferral / active EE | $5,337 | $6,350-16.0% | $5,630-5.2% | $6,730-20.7% |
| Admin fee / account holder | $919 | $18,654-95.1% | $16,006-94.3% | $14,365-93.6% |