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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 | $198,333 | $156,398+26.8% | $147,318+34.6% | $138,895+42.8% |
| Participation rate | 39.1% | 83.8%-44.6pp | 82.1%-42.9pp | 79.9%-40.8pp |
| Annual return | 16.18% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,554 | $4,853-68.0% | $4,593-66.2% | $4,194-62.9% |
| Participant deferral / active EE | $2,712 | $8,237-67.1% | $7,906-65.7% | $6,396-57.6% |
| Admin fee / account holder | $4,433 | $14,976-70.4% | $13,708-67.7% | $12,562-64.7% |