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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 | $228,957 | $178,174+28.5% | $156,181+46.6% | $137,256+66.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 17.69% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,589 | $4,972-68.0% | $4,294-63.0% | $4,156-61.8% |
| Participant deferral / active EE | $5,538 | $6,888-19.6% | $6,132-9.7% | $6,407-13.6% |
| Admin fee / account holder | $1,942 | $17,404-88.8% | $14,586-86.7% | $12,270-84.2% |