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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 | $195,840 | $174,379+12.3% | $152,093+28.8% | $138,895+41.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 18.32% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,720 | $4,652-41.5% | $4,175-34.8% | $4,194-35.1% |
| Participant deferral / active EE | $7,874 | $6,159+27.8% | $5,451+44.4% | $6,396+23.1% |
| Admin fee / account holder | $12,325 | $16,880-27.0% | $14,497-15.0% | $12,562-1.9% |