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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 | $219,617 | $172,111+27.6% | $150,298+46.1% | $137,256+60.0% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.54% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,541 | $4,636-66.8% | $4,154-62.9% | $4,156-62.9% |
| Participant deferral / active EE | $3,090 | $6,166-49.9% | $5,453-43.3% | $6,407-51.8% |
| Admin fee / account holder | $2,004 | $16,471-87.8% | $14,116-85.8% | $12,270-83.7% |