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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 | $226,743 | $174,379+30.0% | $152,093+49.1% | $138,895+63.2% |
| Participation rate | 16.7% | 81.6%-65.0pp | 77.8%-61.1pp | 79.9%-63.3pp |
| Annual return | 15.23% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $987 | $4,652-78.8% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $4,500 | $6,159-26.9% | $5,451-17.5% | $6,396-29.6% |
| Admin fee / account holder | $12,600 | $16,880-25.4% | $14,497-13.1% | $12,562+0.3% |