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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 | $181,244 | $183,516-1.2% | $155,534+16.5% | $145,884+24.2% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 12.71% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,000 | $5,315-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $6,492 | $6,467+0.4% | $5,630+15.3% | $6,690-3.0% |
| Admin fee / account holder | $2,081 | $19,293-89.2% | $15,900-86.9% | $13,392-84.5% |