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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 | $197,563 | $157,829+25.2% | $136,867+44.3% | $198,609-0.5% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 6.73% | 51.25%-44.5pp | 42.97%-36.2pp | 202.70%-196.0pp |
| Employer contribution / active EE | $1,772 | $3,923-54.8% | $3,547-50.1% | $5,055-65.0% |
| Participant deferral / active EE | $3,415 | $5,463-37.5% | $4,924-30.6% | $6,977-51.1% |
| Admin fee / account holder | $2,530 | $11,107-77.2% | $10,340-75.5% | $19,030-86.7% |