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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 | $185,699 | $172,111+7.9% | $150,298+23.6% | $137,256+35.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 26.56% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,558 | $4,636-44.8% | $4,154-38.4% | $4,156-38.5% |
| Participant deferral / active EE | $4,073 | $6,166-33.9% | $5,453-25.3% | $6,407-36.4% |
| Admin fee / account holder | $744 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |