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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 | $230,953 | $154,228+49.7% | $145,433+58.8% | $137,256+68.3% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 16.26% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,553 | $4,804-67.7% | $4,554-65.9% | $4,156-62.6% |
| Participant deferral / active EE | $5,021 | $8,216-38.9% | $7,897-36.4% | $6,407-21.6% |
| Admin fee / account holder | $820 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |