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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 | $150,800 | $114,119+32.1% | $107,187+40.7% | $138,895+8.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.7pp | 79.9%-15.6pp |
| Annual return | 15.78% | 273.21%-257.4pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,711 | $4,059-57.8% | $3,782-54.8% | $4,194-59.2% |
| Participant deferral / active EE | $4,413 | $5,538-20.3% | $5,096-13.4% | $6,396-31.0% |
| Admin fee / account holder | $2,180 | $10,024-78.2% | $9,162-76.2% | $12,562-82.6% |