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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 | $198,213 | $174,379+13.7% | $152,093+30.3% | $138,895+42.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 19.18% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,308 | $4,652-50.4% | $4,175-44.7% | $4,194-45.0% |
| Participant deferral / active EE | $11,081 | $6,159+79.9% | $5,451+103.3% | $6,396+73.2% |
| Admin fee / account holder | $6,027 | $16,880-64.3% | $14,497-58.4% | $12,562-52.0% |