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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 | $194,871 | $154,228+26.4% | $145,433+34.0% | $137,256+42.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,375 | $4,804-71.4% | $4,554-69.8% | $4,156-66.9% |
| Participant deferral / active EE | $5,788 | $8,216-29.6% | $7,897-26.7% | $6,407-9.7% |
| Admin fee / account holder | $5,251 | $14,344-63.4% | $13,129-60.0% | $12,270-57.2% |