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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 | $151,789 | $114,119+33.0% | $107,187+41.6% | $138,895+9.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 16.86% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,710 | $4,059-57.9% | $3,782-54.8% | $4,194-59.2% |
| Participant deferral / active EE | $6,838 | $5,538+23.5% | $5,096+34.2% | $6,396+6.9% |
| Admin fee / account holder | $15,186 | $10,024+51.5% | $9,162+65.7% | $12,562+20.9% |