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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 | $208,865 | $178,174+17.2% | $156,181+33.7% | $137,256+52.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 15.09% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,627 | $4,972-47.2% | $4,294-38.8% | $4,156-36.8% |
| Participant deferral / active EE | $7,144 | $6,888+3.7% | $6,132+16.5% | $6,407+11.5% |
| Admin fee / account holder | $537 | $17,404-96.9% | $14,586-96.3% | $12,270-95.6% |