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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 | $190,643 | $174,379+9.3% | $152,093+25.3% | $138,895+37.3% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 19.31% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,963 | $4,652-57.8% | $4,175-53.0% | $4,194-53.2% |
| Participant deferral / active EE | $5,102 | $6,159-17.2% | $5,451-6.4% | $6,396-20.2% |
| Admin fee / account holder | $584 | $16,880-96.5% | $14,497-96.0% | $12,562-95.4% |