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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 | $177,584 | $172,111+3.2% | $150,298+18.2% | $137,256+29.4% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 17.46% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,028 | $4,636-56.3% | $4,154-51.2% | $4,156-51.2% |
| Participant deferral / active EE | $4,613 | $6,166-25.2% | $5,453-15.4% | $6,407-28.0% |
| Admin fee / account holder | $10,654 | $16,471-35.3% | $14,116-24.5% | $12,270-13.2% |