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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 | $174,379+27.8% | $152,093+46.6% | $138,895+60.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 16.21% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,238 | $4,652-51.9% | $4,175-46.4% | $4,194-46.6% |
| Participant deferral / active EE | $5,826 | $6,159-5.4% | $5,451+6.9% | $6,396-8.9% |
| Admin fee / account holder | $2,853 | $16,880-83.1% | $14,497-80.3% | $12,562-77.3% |