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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 | $208,821 | $154,228+35.4% | $145,433+43.6% | $137,256+52.1% |
| Participation rate | 41.2% | 83.8%-42.6pp | 82.1%-40.9pp | 80.0%-38.8pp |
| Annual return | 17.04% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,828 | $4,804-62.0% | $4,554-59.9% | $4,156-56.0% |
| Participant deferral / active EE | $5,051 | $8,216-38.5% | $7,897-36.0% | $6,407-21.2% |
| Admin fee / account holder | $3,258 | $14,344-77.3% | $13,129-75.2% | $12,270-73.4% |