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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 | $199,029 | $172,111+15.6% | $150,298+32.4% | $137,256+45.0% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 16.42% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,990 | $4,636-57.1% | $4,154-52.1% | $4,156-52.1% |
| Participant deferral / active EE | $5,338 | $6,166-13.4% | $5,453-2.1% | $6,407-16.7% |
| Admin fee / account holder | $4,604 | $16,471-72.0% | $14,116-67.4% | $12,270-62.5% |