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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 | $247,875 | $172,111+44.0% | $150,298+64.9% | $137,256+80.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.30% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,925 | $4,636-58.5% | $4,154-53.7% | $4,156-53.7% |
| Participant deferral / active EE | $5,232 | $6,166-15.1% | $5,453-4.0% | $6,407-18.3% |
| Admin fee / account holder | $2,269 | $16,471-86.2% | $14,116-83.9% | $12,270-81.5% |