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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 | $205,697 | $172,111+19.5% | $150,298+36.9% | $137,256+49.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.44% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,108 | $4,636-33.0% | $4,154-25.2% | $4,156-25.2% |
| Participant deferral / active EE | $6,274 | $6,166+1.7% | $5,453+15.1% | $6,407-2.1% |
| Admin fee / account holder | $4,221 | $16,471-74.4% | $14,116-70.1% | $12,270-65.6% |