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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 | $198,101 | $156,398+26.7% | $147,318+34.5% | $138,895+42.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 15.97% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,701 | $4,853-65.0% | $4,593-63.0% | $4,194-59.5% |
| Participant deferral / active EE | $6,495 | $8,237-21.1% | $7,906-17.8% | $6,396+1.6% |
| Admin fee / account holder | $12,473 | $14,976-16.7% | $13,708-9.0% | $12,562-0.7% |