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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 | $191,873 | $114,119+68.1% | $107,187+79.0% | $138,895+38.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 18.37% | 273.21%-254.8pp | 204.55%-186.2pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,294 | $4,059-68.1% | $3,782-65.8% | $4,194-69.2% |
| Participant deferral / active EE | $4,496 | $5,538-18.8% | $5,096-11.8% | $6,396-29.7% |
| Admin fee / account holder | $1,902 | $10,024-81.0% | $9,162-79.2% | $12,562-84.9% |