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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 | $214,632 | $172,111+24.7% | $150,298+42.8% | $137,256+56.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.47% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,550 | $4,636-66.6% | $4,154-62.7% | $4,156-62.7% |
| Participant deferral / active EE | $10,596 | $6,166+71.9% | $5,453+94.3% | $6,407+65.4% |
| Admin fee / account holder | $413 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |