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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 | $203,264 | $154,228+31.8% | $145,433+39.8% | $137,256+48.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 12.57% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,379 | $4,804-50.5% | $4,554-47.8% | $4,156-42.8% |
| Participant deferral / active EE | $6,785 | $8,216-17.4% | $7,897-14.1% | $6,407+5.9% |
| Admin fee / account holder | $1,504 | $14,344-89.5% | $13,129-88.5% | $12,270-87.7% |