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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 | $191,748 | $174,379+10.0% | $152,093+26.1% | $138,895+38.1% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 15.50% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,717 | $4,652-41.6% | $4,175-34.9% | $4,194-35.2% |
| Participant deferral / active EE | $7,865 | $6,159+27.7% | $5,451+44.3% | $6,396+23.0% |
| Admin fee / account holder | $1,212 | $16,880-92.8% | $14,497-91.6% | $12,562-90.4% |