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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 | $213,659 | $155,555+37.4% | $146,866+45.5% | $155,188+37.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 18.27% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,986 | $4,647-57.3% | $4,425-55.1% | $4,248-53.2% |
| Participant deferral / active EE | $6,923 | $8,044-13.9% | $7,759-10.8% | $6,531+6.0% |
| Admin fee / account holder | $4,010 | $14,755-72.8% | $13,620-70.6% | $14,480-72.3% |