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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 | $197,668 | $174,379+13.4% | $152,093+30.0% | $138,895+42.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 30.15% | 74.86%-44.7pp | 66.36%-36.2pp | 145.39%-115.2pp |
| Employer contribution / active EE | $1,594 | $4,652-65.7% | $4,175-61.8% | $4,194-62.0% |
| Participant deferral / active EE | $8,601 | $6,159+39.6% | $5,451+57.8% | $6,396+34.5% |
| Admin fee / account holder | $956 | $16,880-94.3% | $14,497-93.4% | $12,562-92.4% |