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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 | $202,406 | $181,062+11.8% | $158,223+27.9% | $155,188+30.4% |
| Participation rate | 53.8% | 82.7%-28.8pp | 79.2%-25.4pp | 80.8%-27.0pp |
| Annual return | 20.06% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,942 | $4,565-35.5% | $4,109-28.4% | $4,248-30.7% |
| Participant deferral / active EE | $4,712 | $6,134-23.2% | $5,467-13.8% | $6,531-27.9% |
| Admin fee / account holder | $2,166 | $18,825-88.5% | $16,047-86.5% | $14,480-85.0% |