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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 | $215,711 | $174,379+23.7% | $152,093+41.8% | $138,895+55.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 12.80% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,595 | $4,652-44.2% | $4,175-37.8% | $4,194-38.1% |
| Participant deferral / active EE | $6,672 | $6,159+8.3% | $5,451+22.4% | $6,396+4.3% |
| Admin fee / account holder | $1,220 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |