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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 | $231,839 | $178,174+30.1% | $156,181+48.4% | $137,256+68.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 14.45% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,941 | $4,972-61.0% | $4,294-54.8% | $4,156-53.3% |
| Participant deferral / active EE | $6,687 | $6,888-2.9% | $6,132+9.1% | $6,407+4.4% |
| Admin fee / account holder | $5,900 | $17,404-66.1% | $14,586-59.6% | $12,270-51.9% |