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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 | $229,605 | $174,379+31.7% | $152,093+51.0% | $138,895+65.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.59% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,288 | $4,652-50.8% | $4,175-45.2% | $4,194-45.4% |
| Participant deferral / active EE | $8,417 | $6,159+36.7% | $5,451+54.4% | $6,396+31.6% |
| Admin fee / account holder | $1,723 | $16,880-89.8% | $14,497-88.1% | $12,562-86.3% |