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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 | $213,457 | $154,228+38.4% | $145,433+46.8% | $137,256+55.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,433 | $4,804-70.2% | $4,554-68.5% | $4,156-65.5% |
| Participant deferral / active EE | $6,689 | $8,216-18.6% | $7,897-15.3% | $6,407+4.4% |
| Admin fee / account holder | $1,076 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |