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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 | $191,825 | $183,592+4.5% | $155,574+23.3% | $145,877+31.5% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 10.61% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,418 | $5,317-73.3% | $4,676-69.7% | $4,663-69.6% |
| Participant deferral / active EE | $3,520 | $6,466-45.6% | $5,629-37.5% | $6,691-47.4% |
| Admin fee / account holder | $886 | $19,316-95.4% | $15,914-94.4% | $13,402-93.4% |