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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 | $206,057 | $172,111+19.7% | $150,298+37.1% | $137,256+50.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.92% | 69.37%-53.4pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,260 | $4,636-51.3% | $4,154-45.6% | $4,156-45.6% |
| Participant deferral / active EE | $8,687 | $6,166+40.9% | $5,453+59.3% | $6,407+35.6% |
| Admin fee / account holder | $50,484 | $16,471+206.5% | $14,116+257.6% | $12,270+311.4% |