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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 | $227,895 | $172,111+32.4% | $150,298+51.6% | $137,256+66.0% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 12.84% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,442 | $4,636-47.3% | $4,154-41.2% | $4,156-41.2% |
| Participant deferral / active EE | $5,656 | $6,166-8.3% | $5,453+3.7% | $6,407-11.7% |
| Admin fee / account holder | $813 | $16,471-95.1% | $14,116-94.2% | $12,270-93.4% |