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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 | $236,851 | $181,062+30.8% | $158,223+49.7% | $155,188+52.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 12.34% | 57.39%-45.0pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,586 | $4,565-65.3% | $4,109-61.4% | $4,248-62.7% |
| Participant deferral / active EE | $4,536 | $6,134-26.1% | $5,467-17.0% | $6,531-30.5% |
| Admin fee / account holder | $1,986 | $18,825-89.5% | $16,047-87.6% | $14,480-86.3% |