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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 | $181,062+19.1% | $158,223+36.3% | $155,188+39.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 12.80% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,595 | $4,565-43.1% | $4,109-36.8% | $4,248-38.9% |
| Participant deferral / active EE | $6,672 | $6,134+8.8% | $5,467+22.0% | $6,531+2.2% |
| Admin fee / account holder | $1,220 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |