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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 | $201,439 | $174,379+15.5% | $152,093+32.4% | $138,895+45.0% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 17.16% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,273 | $4,652-51.1% | $4,175-45.6% | $4,194-45.8% |
| Participant deferral / active EE | $5,099 | $6,159-17.2% | $5,451-6.5% | $6,396-20.3% |
| Admin fee / account holder | $2,161 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |