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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 | $243,864 | $172,111+41.7% | $150,298+62.3% | $137,256+77.7% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 19.54% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,547 | $4,636-66.6% | $4,154-62.8% | $4,156-62.8% |
| Participant deferral / active EE | $6,400 | $6,166+3.8% | $5,453+17.4% | $6,407-0.1% |
| Admin fee / account holder | $1,067 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |