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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 | $199,218 | $172,111+15.8% | $150,298+32.5% | $137,256+45.1% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,811 | $4,636-60.9% | $4,154-56.4% | $4,156-56.4% |
| Participant deferral / active EE | $4,177 | $6,166-32.3% | $5,453-23.4% | $6,407-34.8% |
| Admin fee / account holder | $2,224 | $16,471-86.5% | $14,116-84.2% | $12,270-81.9% |