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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 | $216,314 | $172,111+25.7% | $150,298+43.9% | $137,256+57.6% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 14.24% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,013 | $4,636-78.1% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $10,275 | $6,166+66.6% | $5,453+88.4% | $6,407+60.4% |
| Admin fee / account holder | $6,670 | $16,471-59.5% | $14,116-52.7% | $12,270-45.6% |