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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 | $185,312+23.0% | $161,489+41.2% | $154,746+47.3% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 15.66% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,005 | $4,769-78.9% | $4,268-76.5% | $4,379-77.1% |
| Participant deferral / active EE | $4,203 | $6,350-33.8% | $5,630-25.3% | $6,730-37.5% |
| Admin fee / account holder | $21,160 | $18,654+13.4% | $16,006+32.2% | $14,365+47.3% |