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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 | $185,312+0.1% | $161,489+14.9% | $154,746+19.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 11.88% | 103.84%-92.0pp | 89.72%-77.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,471 | $4,769-48.2% | $4,268-42.1% | $4,379-43.6% |
| Participant deferral / active EE | $6,714 | $6,350+5.7% | $5,630+19.3% | $6,730-0.2% |
| Admin fee / account holder | $5,621 | $18,654-69.9% | $16,006-64.9% | $14,365-60.9% |