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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 | $190,450 | $172,111+10.7% | $150,298+26.7% | $137,256+38.8% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 12.09% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,028 | $4,636-77.8% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $2,874 | $6,166-53.4% | $5,453-47.3% | $6,407-55.1% |
| Admin fee / account holder | $29,149 | $16,471+77.0% | $14,116+106.5% | $12,270+137.6% |