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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 | $247,483 | $183,592+34.8% | $155,574+59.1% | $145,877+69.7% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 18.98% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,629 | $5,317-69.4% | $4,676-65.2% | $4,663-65.1% |
| Participant deferral / active EE | $5,547 | $6,466-14.2% | $5,629-1.5% | $6,691-17.1% |
| Admin fee / account holder | $4,154 | $19,316-78.5% | $15,914-73.9% | $13,402-69.0% |