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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 | $246,667 | $172,111+43.3% | $150,298+64.1% | $137,256+79.7% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,115 | $4,636-32.8% | $4,154-25.0% | $4,156-25.0% |
| Participant deferral / active EE | $4,221 | $6,166-31.5% | $5,453-22.6% | $6,407-34.1% |
| Admin fee / account holder | $1,195 | $16,471-92.7% | $14,116-91.5% | $12,270-90.3% |