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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 | $205,525 | $172,111+19.4% | $150,298+36.7% | $137,256+49.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 17.73% | 69.37%-51.6pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,583 | $4,636-44.3% | $4,154-37.8% | $4,156-37.8% |
| Participant deferral / active EE | $4,579 | $6,166-25.7% | $5,453-16.0% | $6,407-28.5% |
| Admin fee / account holder | $2,121 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |