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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 | $194,533 | $154,228+26.1% | $145,433+33.8% | $137,256+41.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 12.67% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,221 | $4,804-32.9% | $4,554-29.3% | $4,156-22.5% |
| Participant deferral / active EE | $4,865 | $8,216-40.8% | $7,897-38.4% | $6,407-24.1% |
| Admin fee / account holder | $4,847 | $14,344-66.2% | $13,129-63.1% | $12,270-60.5% |