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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 | $199,319 | $172,111+15.8% | $150,298+32.6% | $137,256+45.2% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 16.95% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,390 | $4,636-48.5% | $4,154-42.5% | $4,156-42.5% |
| Participant deferral / active EE | $5,782 | $6,166-6.2% | $5,453+6.0% | $6,407-9.8% |
| Admin fee / account holder | $622 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |