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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 | $188,148 | $155,555+21.0% | $146,866+28.1% | $155,188+21.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 18.98% | 115.41%-96.4pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $6,307 | $4,647+35.7% | $4,425+42.6% | $4,248+48.5% |
| Participant deferral / active EE | $9,973 | $8,044+24.0% | $7,759+28.5% | $6,531+52.7% |
| Admin fee / account holder | $4,234 | $14,755-71.3% | $13,620-68.9% | $14,480-70.8% |