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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 | $221,229 | $198,457+11.5% | $170,435+29.8% | $147,586+49.9% |
| Participation rate | 47.6% | 88.0%-40.3pp | 83.6%-36.0pp | 82.8%-35.2pp |
| Annual return | 15.90% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,474 | $6,183-76.2% | $5,432-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $4,708 | $5,629-16.4% | $4,939-4.7% | $5,439-13.4% |
| Admin fee / account holder | $528 | $16,852-96.9% | $13,881-96.2% | $10,886-95.1% |