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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 | $224,892 | $172,111+30.7% | $150,298+49.6% | $137,256+63.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.32% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,495 | $4,636-67.7% | $4,154-64.0% | $4,156-64.0% |
| Participant deferral / active EE | $3,150 | $6,166-48.9% | $5,453-42.2% | $6,407-50.8% |
| Admin fee / account holder | $17,394 | $16,471+5.6% | $14,116+23.2% | $12,270+41.8% |