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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 | $249,455 | $154,228+61.7% | $145,433+71.5% | $137,256+81.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.33% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,080 | $4,804-56.7% | $4,554-54.3% | $4,156-50.0% |
| Participant deferral / active EE | $2,927 | $8,216-64.4% | $7,897-62.9% | $6,407-54.3% |
| Admin fee / account holder | $1,799 | $14,344-87.5% | $13,129-86.3% | $12,270-85.3% |