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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 | $222,938 | $172,111+29.5% | $150,298+48.3% | $137,256+62.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,238 | $4,636-51.7% | $4,154-46.1% | $4,156-46.2% |
| Participant deferral / active EE | $5,826 | $6,166-5.5% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $2,853 | $16,471-82.7% | $14,116-79.8% | $12,270-76.7% |