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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 | $186,770 | $172,111+8.5% | $150,298+24.3% | $137,256+36.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.93% | 69.37%-53.4pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,408 | $4,636-69.6% | $4,154-66.1% | $4,156-66.1% |
| Participant deferral / active EE | $5,288 | $6,166-14.2% | $5,453-3.0% | $6,407-17.5% |
| Admin fee / account holder | $3,713 | $16,471-77.5% | $14,116-73.7% | $12,270-69.7% |