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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 | $216,579 | $172,111+25.8% | $150,298+44.1% | $137,256+57.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.03% | 69.37%-55.3pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,846 | $4,636-60.2% | $4,154-55.6% | $4,156-55.6% |
| Participant deferral / active EE | $6,981 | $6,166+13.2% | $5,453+28.0% | $6,407+9.0% |
| Admin fee / account holder | $8,784 | $16,471-46.7% | $14,116-37.8% | $12,270-28.4% |