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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 | $181,062+23.1% | $158,223+40.8% | $155,188+43.6% |
| Participation rate | 23.1% | 82.7%-59.6pp | 79.2%-56.1pp | 80.8%-57.7pp |
| Annual return | 12.42% | 57.39%-45.0pp | 52.09%-39.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,165 | $4,565-74.5% | $4,109-71.7% | $4,248-72.6% |
| Participant deferral / active EE | $2,214 | $6,134-63.9% | $5,467-59.5% | $6,531-66.1% |
| Admin fee / account holder | $8,411 | $18,825-55.3% | $16,047-47.6% | $14,480-41.9% |