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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 | $194,356 | $156,398+24.3% | $147,318+31.9% | $138,895+39.9% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 17.95% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,969 | $4,853-59.4% | $4,593-57.1% | $4,194-53.1% |
| Participant deferral / active EE | $10,368 | $8,237+25.9% | $7,906+31.1% | $6,396+62.1% |
| Admin fee / account holder | $360 | $14,976-97.6% | $13,708-97.4% | $12,562-97.1% |