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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 | $195,655 | $182,442+7.2% | $163,379+19.8% | $138,895+40.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 12.19% | 72.74%-60.5pp | 63.41%-51.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,080 | $4,159-50.0% | $3,752-44.6% | $4,194-50.4% |
| Participant deferral / active EE | $8,450 | $6,817+24.0% | $6,282+34.5% | $6,396+32.1% |
| Admin fee / account holder | $984 | $10,396-90.5% | $9,818-90.0% | $12,562-92.2% |