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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 | $197,083 | $156,398+26.0% | $147,318+33.8% | $138,895+41.9% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-35.9pp | 79.9%-33.8pp |
| Annual return | 17.40% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $951 | $4,853-80.4% | $4,593-79.3% | $4,194-77.3% |
| Participant deferral / active EE | $4,798 | $8,237-41.8% | $7,906-39.3% | $6,396-25.0% |
| Admin fee / account holder | $448 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |