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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 | $227,960 | $172,111+32.4% | $150,298+51.7% | $137,256+66.1% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 15.66% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,005 | $4,636-78.3% | $4,154-75.8% | $4,156-75.8% |
| Participant deferral / active EE | $4,203 | $6,166-31.8% | $5,453-22.9% | $6,407-34.4% |
| Admin fee / account holder | $21,160 | $16,471+28.5% | $14,116+49.9% | $12,270+72.5% |