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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 | $174,379+41.9% | $152,093+62.7% | $138,895+78.2% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 16.83% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,340 | $4,652-71.2% | $4,175-67.9% | $4,194-68.1% |
| Participant deferral / active EE | $6,182 | $6,159+0.4% | $5,451+13.4% | $6,396-3.3% |
| Admin fee / account holder | $1,087 | $16,880-93.6% | $14,497-92.5% | $12,562-91.3% |