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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 | $201,393 | $172,111+17.0% | $150,298+34.0% | $137,256+46.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 19.59% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,251 | $4,636-51.5% | $4,154-45.8% | $4,156-45.8% |
| Participant deferral / active EE | $5,836 | $6,166-5.4% | $5,453+7.0% | $6,407-8.9% |
| Admin fee / account holder | $8,252 | $16,471-49.9% | $14,116-41.5% | $12,270-32.7% |