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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 | $210,655 | $228,352-7.7% | $185,827+13.4% | $158,950+32.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 12.49% | 40.81%-28.3pp | 35.96%-23.5pp | 302.91%-290.4pp |
| Employer contribution / active EE | $2,608 | $4,967-47.5% | $4,087-36.2% | $4,762-45.2% |
| Participant deferral / active EE | $8,505 | $6,416+32.5% | $5,633+51.0% | $5,983+42.2% |
| Admin fee / account holder | $687 | $11,867-94.2% | $9,502-92.8% | $11,248-93.9% |