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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 | $216,298 | $162,136+33.4% | $152,301+42.0% | $154,746+39.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.60% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $5,418 | $4,890+10.8% | $4,624+17.2% | $4,379+23.7% |
| Participant deferral / active EE | $12,094 | $8,341+45.0% | $8,004+51.1% | $6,730+79.7% |
| Admin fee / account holder | $3,748 | $15,759-76.2% | $14,398-74.0% | $14,365-73.9% |