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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 | $195,732 | $174,379+12.2% | $152,093+28.7% | $138,895+40.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.92% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,103 | $4,652-76.3% | $4,175-73.6% | $4,194-73.7% |
| Participant deferral / active EE | $2,767 | $6,159-55.1% | $5,451-49.2% | $6,396-56.7% |
| Admin fee / account holder | $1,626 | $16,880-90.4% | $14,497-88.8% | $12,562-87.1% |