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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 | $201,164 | $172,111+16.9% | $150,298+33.8% | $137,256+46.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,614 | $4,636-65.2% | $4,154-61.1% | $4,156-61.2% |
| Participant deferral / active EE | $10,904 | $6,166+76.8% | $5,453+100.0% | $6,407+70.2% |
| Admin fee / account holder | $3,232 | $16,471-80.4% | $14,116-77.1% | $12,270-73.7% |