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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 | $219,620 | $154,228+42.4% | $145,433+51.0% | $137,256+60.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,012 | $4,804-78.9% | $4,554-77.8% | $4,156-75.7% |
| Participant deferral / active EE | $4,152 | $8,216-49.5% | $7,897-47.4% | $6,407-35.2% |
| Admin fee / account holder | $17,688 | $14,344+23.3% | $13,129+34.7% | $12,270+44.2% |