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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 | $223,439 | $178,174+25.4% | $156,181+43.1% | $137,256+62.8% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 17.11% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,362 | $4,972-52.5% | $4,294-45.0% | $4,156-43.2% |
| Participant deferral / active EE | $5,832 | $6,888-15.3% | $6,132-4.9% | $6,407-9.0% |
| Admin fee / account holder | $484 | $17,404-97.2% | $14,586-96.7% | $12,270-96.1% |