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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 | $217,935 | $172,111+26.6% | $150,298+45.0% | $137,256+58.8% |
| Participation rate | 61.1% | 81.7%-20.6pp | 77.8%-16.6pp | 80.0%-18.8pp |
| Annual return | 14.08% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,448 | $4,636-68.8% | $4,154-65.1% | $4,156-65.2% |
| Participant deferral / active EE | $3,970 | $6,166-35.6% | $5,453-27.2% | $6,407-38.0% |
| Admin fee / account holder | $2,314 | $16,471-86.0% | $14,116-83.6% | $12,270-81.1% |