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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 | $206,803 | $172,111+20.2% | $150,298+37.6% | $137,256+50.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 13.73% | 69.37%-55.6pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,508 | $4,636-67.5% | $4,154-63.7% | $4,156-63.7% |
| Participant deferral / active EE | $4,694 | $6,166-23.9% | $5,453-13.9% | $6,407-26.7% |
| Admin fee / account holder | $3,752 | $16,471-77.2% | $14,116-73.4% | $12,270-69.4% |