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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 | $201,161 | $154,228+30.4% | $145,433+38.3% | $137,256+46.6% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 21.93% | 74.59%-52.7pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,370 | $4,804+11.8% | $4,554+17.9% | $4,156+29.2% |
| Participant deferral / active EE | $8,017 | $8,216-2.4% | $7,897+1.5% | $6,407+25.1% |
| Admin fee / account holder | $1,055 | $14,344-92.6% | $13,129-92.0% | $12,270-91.4% |