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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 | $213,021 | $154,228+38.1% | $145,433+46.5% | $137,256+55.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.18% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,006 | $4,804-37.4% | $4,554-34.0% | $4,156-27.7% |
| Participant deferral / active EE | $6,826 | $8,216-16.9% | $7,897-13.6% | $6,407+6.5% |
| Admin fee / account holder | $712 | $14,344-95.0% | $13,129-94.6% | $12,270-94.2% |