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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 | $202,406 | $185,312+9.2% | $161,489+25.3% | $154,746+30.8% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 20.06% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,942 | $4,769-38.3% | $4,268-31.1% | $4,379-32.8% |
| Participant deferral / active EE | $4,712 | $6,350-25.8% | $5,630-16.3% | $6,730-30.0% |
| Admin fee / account holder | $2,166 | $18,654-88.4% | $16,006-86.5% | $14,365-84.9% |