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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 | $247,524 | $172,111+43.8% | $150,298+64.7% | $137,256+80.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 16.83% | 69.37%-52.5pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,340 | $4,636-71.1% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $6,182 | $6,166+0.3% | $5,453+13.4% | $6,407-3.5% |
| Admin fee / account holder | $1,087 | $16,471-93.4% | $14,116-92.3% | $12,270-91.1% |