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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 | $222,821 | $174,379+27.8% | $152,093+46.5% | $138,895+60.4% |
| Participation rate | 23.1% | 81.6%-58.6pp | 77.8%-54.7pp | 79.9%-56.8pp |
| Annual return | 12.42% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,165 | $4,652-75.0% | $4,175-72.1% | $4,194-72.2% |
| Participant deferral / active EE | $2,214 | $6,159-64.1% | $5,451-59.4% | $6,396-65.4% |
| Admin fee / account holder | $8,411 | $16,880-50.2% | $14,497-42.0% | $12,562-33.0% |