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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 | $179,784 | $154,228+16.6% | $145,433+23.6% | $137,256+31.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,917 | $4,804-60.1% | $4,554-57.9% | $4,156-53.9% |
| Participant deferral / active EE | $4,985 | $8,216-39.3% | $7,897-36.9% | $6,407-22.2% |
| Admin fee / account holder | $707 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |