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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 | $198,076 | $154,228+28.4% | $145,433+36.2% | $137,256+44.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 20.41% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,988 | $4,804-58.6% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $5,698 | $8,216-30.7% | $7,897-27.9% | $6,407-11.1% |
| Admin fee / account holder | $2,572 | $14,344-82.1% | $13,129-80.4% | $12,270-79.0% |