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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 | $224,671 | $174,379+28.8% | $152,093+47.7% | $138,895+61.8% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 20.00% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,551 | $4,652-23.7% | $4,175-15.0% | $4,194-15.3% |
| Participant deferral / active EE | $8,331 | $6,159+35.3% | $5,451+52.8% | $6,396+30.2% |
| Admin fee / account holder | $7,871 | $16,880-53.4% | $14,497-45.7% | $12,562-37.3% |