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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 | $183,099 | $172,111+6.4% | $150,298+21.8% | $137,256+33.4% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 14.12% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,716 | $4,636-63.0% | $4,154-58.7% | $4,156-58.7% |
| Participant deferral / active EE | $4,691 | $6,166-23.9% | $5,453-14.0% | $6,407-26.8% |
| Admin fee / account holder | $1,096 | $16,471-93.3% | $14,116-92.2% | $12,270-91.1% |