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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 | $222,468 | $185,312+20.1% | $161,489+37.8% | $154,746+43.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.20% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,181 | $4,769-54.3% | $4,268-48.9% | $4,379-50.2% |
| Participant deferral / active EE | $11,100 | $6,350+74.8% | $5,630+97.2% | $6,730+64.9% |
| Admin fee / account holder | $1,090 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |