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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 | $156,398+24.6% | $147,318+32.3% | $138,895+40.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.88% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,375 | $4,853-71.7% | $4,593-70.1% | $4,194-67.2% |
| Participant deferral / active EE | $5,788 | $8,237-29.7% | $7,906-26.8% | $6,396-9.5% |
| Admin fee / account holder | $5,251 | $14,976-64.9% | $13,708-61.7% | $12,562-58.2% |