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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 | $216,707 | $172,111+25.9% | $150,298+44.2% | $137,256+57.9% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 15.73% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,048 | $4,636-55.8% | $4,154-50.7% | $4,156-50.7% |
| Participant deferral / active EE | $7,056 | $6,166+14.4% | $5,453+29.4% | $6,407+10.1% |
| Admin fee / account holder | $4,430 | $16,471-73.1% | $14,116-68.6% | $12,270-63.9% |