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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 | $215,000 | $154,228+39.4% | $145,433+47.8% | $137,256+56.6% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 20.41% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,270 | $4,804-52.8% | $4,554-50.2% | $4,156-45.4% |
| Participant deferral / active EE | $6,713 | $8,216-18.3% | $7,897-15.0% | $6,407+4.8% |
| Admin fee / account holder | $2,485 | $14,344-82.7% | $13,129-81.1% | $12,270-79.8% |