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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 | $211,055 | $154,228+36.8% | $145,433+45.1% | $137,256+53.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,739 | $4,804-43.0% | $4,554-39.9% | $4,156-34.1% |
| Participant deferral / active EE | $7,030 | $8,216-14.4% | $7,897-11.0% | $6,407+9.7% |
| Admin fee / account holder | $1,942 | $14,344-86.5% | $13,129-85.2% | $12,270-84.2% |