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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 | $228,693 | $183,516+24.6% | $155,534+47.0% | $145,884+56.8% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 17.82% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,829 | $5,315-65.6% | $4,675-60.9% | $4,662-60.8% |
| Participant deferral / active EE | $3,622 | $6,467-44.0% | $5,630-35.7% | $6,690-45.9% |
| Admin fee / account holder | $12,649 | $19,293-34.4% | $15,900-20.4% | $13,392-5.5% |