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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 | $199,435 | $172,111+15.9% | $150,298+32.7% | $137,256+45.3% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 20.04% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,650 | $4,636-64.4% | $4,154-60.3% | $4,156-60.3% |
| Participant deferral / active EE | $5,723 | $6,166-7.2% | $5,453+5.0% | $6,407-10.7% |
| Admin fee / account holder | $2,000 | $16,471-87.9% | $14,116-85.8% | $12,270-83.7% |