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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 | $197,668 | $172,111+14.8% | $150,298+31.5% | $137,256+44.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 30.15% | 69.37%-39.2pp | 62.79%-32.6pp | 220.34%-190.2pp |
| Employer contribution / active EE | $1,594 | $4,636-65.6% | $4,154-61.6% | $4,156-61.6% |
| Participant deferral / active EE | $8,601 | $6,166+39.5% | $5,453+57.7% | $6,407+34.2% |
| Admin fee / account holder | $956 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |