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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 | $243,189 | $178,174+36.5% | $156,181+55.7% | $137,256+77.2% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 20.06% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,772 | $4,972-64.4% | $4,294-58.7% | $4,156-57.4% |
| Participant deferral / active EE | $6,445 | $6,888-6.4% | $6,132+5.1% | $6,407+0.6% |
| Admin fee / account holder | $2,342 | $17,404-86.5% | $14,586-83.9% | $12,270-80.9% |