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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 | $194,711 | $111,535+74.6% | $105,223+85.0% | $137,256+41.9% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 17.75% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,344 | $3,939-40.5% | $3,689-36.5% | $4,156-43.6% |
| Participant deferral / active EE | $6,356 | $5,500+15.6% | $5,072+25.3% | $6,407-0.8% |
| Admin fee / account holder | $1,386 | $9,721-85.7% | $8,859-84.4% | $12,270-88.7% |