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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 | $174,379+30.7% | $152,093+49.9% | $138,895+64.1% |
| Participation rate | 27.3% | 81.6%-54.4pp | 77.8%-50.5pp | 79.9%-52.6pp |
| Annual return | 15.66% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,005 | $4,652-78.4% | $4,175-75.9% | $4,194-76.0% |
| Participant deferral / active EE | $4,203 | $6,159-31.8% | $5,451-22.9% | $6,396-34.3% |
| Admin fee / account holder | $21,160 | $16,880+25.4% | $14,497+46.0% | $12,562+68.4% |