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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 | $245,356 | $154,228+59.1% | $145,433+68.7% | $137,256+78.8% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 15.31% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,346 | $4,804-72.0% | $4,554-70.4% | $4,156-67.6% |
| Participant deferral / active EE | $5,242 | $8,216-36.2% | $7,897-33.6% | $6,407-18.2% |
| Admin fee / account holder | $2,509 | $14,344-82.5% | $13,129-80.9% | $12,270-79.5% |