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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 | $193,025 | $172,111+12.2% | $150,298+28.4% | $137,256+40.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 21.03% | 69.37%-48.3pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,361 | $4,636-49.1% | $4,154-43.2% | $4,156-43.2% |
| Participant deferral / active EE | $12,011 | $6,166+94.8% | $5,453+120.3% | $6,407+87.5% |
| Admin fee / account holder | $1,188 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |