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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 | $199,177 | $114,119+74.5% | $107,187+85.8% | $138,895+43.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 12.09% | 273.21%-261.1pp | 204.55%-192.5pp | 145.39%-133.3pp |
| Employer contribution / active EE | $4,863 | $4,059+19.8% | $3,782+28.6% | $4,194+16.0% |
| Participant deferral / active EE | $8,751 | $5,538+58.0% | $5,096+71.7% | $6,396+36.8% |
| Admin fee / account holder | $1,981 | $10,024-80.2% | $9,162-78.4% | $12,562-84.2% |