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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 | $224,105 | $165,381+35.5% | $149,730+49.7% | $158,966+41.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.24% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,672 | $5,104-47.6% | $4,645-42.5% | $4,762-43.9% |
| Participant deferral / active EE | $7,780 | $7,182+8.3% | $6,843+13.7% | $5,983+30.0% |
| Admin fee / account holder | $6,136 | $10,809-43.2% | $9,310-34.1% | $11,250-45.5% |