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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 | $156,398+28.9% | $147,318+36.9% | $138,895+45.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 15.84% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $5,159 | $4,853+6.3% | $4,593+12.3% | $4,194+23.0% |
| Participant deferral / active EE | $7,968 | $8,237-3.3% | $7,906+0.8% | $6,396+24.6% |
| Admin fee / account holder | $866 | $14,976-94.2% | $13,708-93.7% | $12,562-93.1% |