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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 | $221,499 | $154,228+43.6% | $145,433+52.3% | $137,256+61.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,106 | $4,804-56.2% | $4,554-53.8% | $4,156-49.3% |
| Participant deferral / active EE | $12,906 | $8,216+57.1% | $7,897+63.4% | $6,407+101.4% |
| Admin fee / account holder | $6,642 | $14,344-53.7% | $13,129-49.4% | $12,270-45.9% |