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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 | $215,920 | $185,312+16.5% | $161,489+33.7% | $154,746+39.5% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 15.29% | 103.84%-88.6pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,455 | $4,769-69.5% | $4,268-65.9% | $4,379-66.8% |
| Participant deferral / active EE | $4,273 | $6,350-32.7% | $5,630-24.1% | $6,730-36.5% |
| Admin fee / account holder | $1,586 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |