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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 | $204,301 | $172,111+18.7% | $150,298+35.9% | $137,256+48.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.92% | 69.37%-57.4pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,059 | $4,636-34.0% | $4,154-26.4% | $4,156-26.4% |
| Participant deferral / active EE | $6,286 | $6,166+1.9% | $5,453+15.3% | $6,407-1.9% |
| Admin fee / account holder | $6,583 | $16,471-60.0% | $14,116-53.4% | $12,270-46.3% |