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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 | $190,643 | $172,111+10.8% | $150,298+26.8% | $137,256+38.9% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 19.31% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,963 | $4,636-57.7% | $4,154-52.7% | $4,156-52.8% |
| Participant deferral / active EE | $5,102 | $6,166-17.3% | $5,453-6.4% | $6,407-20.4% |
| Admin fee / account holder | $584 | $16,471-96.5% | $14,116-95.9% | $12,270-95.2% |