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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 | $201,672 | $155,555+29.6% | $146,866+37.3% | $155,188+30.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 15.84% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $5,159 | $4,647+11.0% | $4,425+16.6% | $4,248+21.5% |
| Participant deferral / active EE | $7,968 | $8,044-0.9% | $7,759+2.7% | $6,531+22.0% |
| Admin fee / account holder | $866 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |