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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 | $185,483 | $174,379+6.4% | $152,093+22.0% | $138,895+33.5% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 11.88% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,471 | $4,652-46.9% | $4,175-40.8% | $4,194-41.1% |
| Participant deferral / active EE | $6,714 | $6,159+9.0% | $5,451+23.2% | $6,396+5.0% |
| Admin fee / account holder | $5,621 | $16,880-66.7% | $14,497-61.2% | $12,562-55.3% |