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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 | $227,599 | $174,379+30.5% | $152,093+49.6% | $138,895+63.9% |
| Participation rate | 63.2% | 81.6%-18.5pp | 77.8%-14.6pp | 79.9%-16.8pp |
| Annual return | 17.83% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,376 | $4,652-48.9% | $4,175-43.1% | $4,194-43.4% |
| Participant deferral / active EE | $4,932 | $6,159-19.9% | $5,451-9.5% | $6,396-22.9% |
| Admin fee / account holder | $3,645 | $16,880-78.4% | $14,497-74.9% | $12,562-71.0% |