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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 | $232,884 | $174,379+33.6% | $152,093+53.1% | $138,895+67.7% |
| Participation rate | 64.3% | 81.6%-17.4pp | 77.8%-13.5pp | 79.9%-15.6pp |
| Annual return | 15.76% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,972 | $4,652-57.6% | $4,175-52.8% | $4,194-53.0% |
| Participant deferral / active EE | $4,786 | $6,159-22.3% | $5,451-12.2% | $6,396-25.2% |
| Admin fee / account holder | $1,245 | $16,880-92.6% | $14,497-91.4% | $12,562-90.1% |