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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 | $208,558 | $174,379+19.6% | $152,093+37.1% | $138,895+50.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.50% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,373 | $4,652+15.5% | $4,175+28.7% | $4,194+28.1% |
| Participant deferral / active EE | $13,970 | $6,159+126.8% | $5,451+156.3% | $6,396+118.4% |
| Admin fee / account holder | $1,410 | $16,880-91.6% | $14,497-90.3% | $12,562-88.8% |