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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 | $189,316 | $172,111+10.0% | $150,298+26.0% | $137,256+37.9% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 17.28% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,952 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $5,458 | $6,166-11.5% | $5,453+0.1% | $6,407-14.8% |
| Admin fee / account holder | $576 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |