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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 | $220,221 | $156,398+40.8% | $147,318+49.5% | $138,895+58.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,538 | $4,853-68.3% | $4,593-66.5% | $4,194-63.3% |
| Participant deferral / active EE | $2,639 | $8,237-68.0% | $7,906-66.6% | $6,396-58.7% |
| Admin fee / account holder | $5,962 | $14,976-60.2% | $13,708-56.5% | $12,562-52.5% |