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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 | $185,219 | $154,228+20.1% | $145,433+27.4% | $137,256+34.9% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 17.45% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,845 | $4,804-61.6% | $4,554-59.5% | $4,156-55.6% |
| Participant deferral / active EE | $6,535 | $8,216-20.5% | $7,897-17.2% | $6,407+2.0% |
| Admin fee / account holder | $3,858 | $14,344-73.1% | $13,129-70.6% | $12,270-68.6% |