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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 | $246,561 | $174,379+41.4% | $152,093+62.1% | $138,895+77.5% |
| Participation rate | 63.2% | 81.6%-18.5pp | 77.8%-14.6pp | 79.9%-16.8pp |
| Annual return | 14.70% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,416 | $4,652-48.1% | $4,175-42.1% | $4,194-42.4% |
| Participant deferral / active EE | $5,222 | $6,159-15.2% | $5,451-4.2% | $6,396-18.4% |
| Admin fee / account holder | $1,906 | $16,880-88.7% | $14,497-86.9% | $12,562-84.8% |