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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 | $205,525 | $185,312+10.9% | $161,489+27.3% | $154,746+32.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 17.73% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,583 | $4,769-45.8% | $4,268-39.5% | $4,379-41.0% |
| Participant deferral / active EE | $4,579 | $6,350-27.9% | $5,630-18.7% | $6,730-32.0% |
| Admin fee / account holder | $2,121 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |