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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 | $220,186 | $172,111+27.9% | $150,298+46.5% | $137,256+60.4% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 13.75% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,863 | $4,636-59.8% | $4,154-55.1% | $4,156-55.2% |
| Participant deferral / active EE | $2,329 | $6,166-62.2% | $5,453-57.3% | $6,407-63.6% |
| Admin fee / account holder | $6,978 | $16,471-57.6% | $14,116-50.6% | $12,270-43.1% |