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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 | $203,091 | $172,111+18.0% | $150,298+35.1% | $137,256+48.0% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 23.50% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,500 | $4,636-24.5% | $4,154-15.7% | $4,156-15.8% |
| Participant deferral / active EE | $7,750 | $6,166+25.7% | $5,453+42.1% | $6,407+21.0% |
| Admin fee / account holder | $2,904 | $16,471-82.4% | $14,116-79.4% | $12,270-76.3% |